Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Unionville (MO); On-site; USD 22,000 - 34,000; Full time

Job summary

H&R Block, Inc. in Missouri seeks a frontline team member to support the tax interview process. You will enter client and W-2 information into the tax program to begin the interview and help ensure accuracy from the start.

You will assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the finished product with the client, while delivering superior service and handling miscellaneous duties as assigned.

Qualifications

• 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

Responsibilities

• Enter client and W-2 information at the start of the tax interview
• Assemble tax return and obtain signatures at closing
• Review completed tax product with client and ensure quality service
• Perform additional duties as assigned by supervisor

Skills

Customer service

Communication

Attention to detail

Windows-based programs

Education

High school diploma or equivalent

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