Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Stockbridge (MI); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block, Inc. in Stockbridge, Michigan, seeks a detail-oriented team member to assist with tax interviews and return preparation. You will enter client and W-2 information into the tax program and support the preparer team to ensure accurate filings.

This role requires strong reading and math skills, clear communication, and the ability to work with Windows-based software, with any applicable state/local requirements. A commitment to client service is essential.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to complete the tax interview.
• Strong communication abilities in person and over the phone.
• Familiarity with Windows-based software.
• State and local requirements may apply.

Responsibilities

• Assist with gathering client and W-2 information at the start of the tax interview.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• Perform other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

What You’ll Bring to the Team

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program

• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures

• Ensure all H&R Block clients are receiving superior service

• All other duties as assigned

Your Expertise

• High school diploma or equivalent

• Reading and math skills required to begin and finish the tax return interview

• Ability to communicate effectively in person and on the phone

• Previous experience with Windows-based computer programs

• Additional state and local requirements may apply

Preferred Qualifications

• Additional course work in math, accounting, or finance