Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Wapakoneta (OH); On-site; USD 24,000 - 30,000; Full time

Job summary

H&R Block, Inc. seeks a frontline assistant to help begin tax interviews by entering client and W-2 information into the tax program. You will also assist with closing interviews, assembling returns, obtaining signatures, and reviewing the finished product with clients.

The role emphasizes delivering superior service to all clients, handling basic bookkeeping procedures, and performing additional duties as assigned to support tax professionals.

Qualifications

• Reads and follows tax interview steps.
• Uses basic math to prepare tax returns.
• Communicates clearly with clients in person and by phone.
• Follows directions and completes bookkeeping steps as assigned.

Responsibilities

• Assist at the start of the tax interview by entering client and W-2 data.
• Assist at interview close by assembling tax returns and obtaining signatures.
• Ensure all clients receive superior service.
• Perform additional duties as assigned.

Skills

Client communication

Reading & Math

Verbal communication

Windows-based programs

Attention to detail

Education

High school diploma or equivalent

Tools

Windows OS

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