Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Tyrone (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented teammate to assist in the tax interview process in Tyrone, GA. You will enter client and W-2 information, help assemble tax returns, and ensure superior service to every client.

Strong communication skills and comfort with Windows-based software are essential, as is basic reading and math ability to complete the interview and closing steps. Additional duties may be assigned as needed.

Qualifications

• High school diploma is required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Reading and math skills to support the tax interview process.

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 signatures, reviewing the product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Data entry

Customer service

Communication skills

Windows-based software

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

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.