Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Walterboro (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

H&R Block, Inc. seeks a detail‑oriented team member to support tax interview processes and client service. You will enter client and W-2 data, help assemble returns, obtain signatures, and review results with clients.

Prior experience with Windows-based programs is helpful, and adherence to state/local requirements is expected. Strong communication and math skills are essential to succeed in this role, with responsibilities expanding to bookkeeping procedures and maintaining high service

Qualifications

• 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.

Responsibilities

• Assist with entering client and W-2 information into the tax program at the start of the 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.
• Ensure all H&R Block clients are receiving superior service.
• Perform all other duties as assigned.

Skills

Communication skills

Math skills

Windows proficiency

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