Tax Preparer Assistant - Franchise Location

H&R Block; Wellston (OH); On-site; USD 26,000 - 34,000; Full time

Job summary

H&R Block is seeking an assistant for tax interview support in a franchise office. You will input client and W-2 details at the interview start, then help assemble tax returns, obtain signatures, and review the finished product with clients. You’ll also complete bookkeeping steps and ensure top-notch client service.

Excellent communication skills, basic math abilities, and familiarity with Windows programs are important. Position may involve other duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills sufficient to complete tax interviews.
• Strong communication skills in person and over the phone.
• Experience with Windows-based programs is preferred.
• State/local requirements may apply.

Responsibilities

• Assist at the start of the tax interview by entering client and W-2 information.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the completed return with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• Carry out other duties as assigned.

Education

High school diploma

Additional coursework in math/accounting/finance

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.