Tax Preparer Assistant - Franchise Location

H&R Block; Waukon (IA); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block in Iowa is seeking an entry-level Tax Interview Assistant to help begin and end the tax interview. You will enter client and W-2 information into the tax program, assemble the tax return, obtain required signatures, and review the finished product with the client.

You will strive to ensure every client receives superior service, communicate effectively in person and on the phone, and work with Windows-based software. Additional state and local requirements may apply.

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

• Enter client and W-2 information into tax program at interview start.
• Assemble tax return, obtain signatures, review with client at closing.
• Ensure all clients receive superior service.
• All other duties as assigned.

Skills

Reading and math skills

Effective communication

Windows-based programs experience

Education

High school diploma or equivalent

Tools

Windows-based 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

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.