Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Waterville (ME); On-site; USD 25,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Waterville, ME is seeking a Tax Interview Assistant to help start and close tax interviews, entering client and W-2 data, assembling returns, and reviewing outcomes with clients.

The role emphasizes accuracy, strong communication, and the ability to operate Windows-based software in a fast-paced environment during tax season.

Qualifications

• High school diploma or equivalent is required.
• Reading and basic math skills needed to complete the interview.
• Effective communication in person and over the phone is essential.
• Experience with Windows-based computer programs is preferred.

Responsibilities

• Enter client and W-2 information into tax software at interview start.
• Assemble the tax return and obtain required signatures at interview close, review with client.
• Ensure all clients receive superior service
• Perform other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows software

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

Pay Range

$17.50 - $20.00/Hr.