Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Sunbury (Northumberland County); On-site; USD 36,000 - 48,000; Full time

Job summary

H&R Block, Inc. is seeking a frontline tax assistant to support client interviews and prepare accurate returns in a franchise office. You will enter client and W-2 data into the tax program and help assemble returns.

You\'ll work under supervision, provide courteous service, and complete bookkeeping steps, with responsibilities expanding to ensure all clients receive superior service.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are 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.

Responsibilities

• 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.

Skills

Communication skills

Reading and math skills

Windows-based software experience

In-person communication

Education

High school diploma or equivalent

Tools

Tax program

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

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.