Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; West Bend (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to support the tax interview process in Wisconsin. You will help collect client information, enter W-2 data, and assist in assembling tax returns while ensuring accuracy and client satisfaction.

In this role you will communicate effectively in person and on the phone, use Windows-based software, and adhere to state and local requirements as needed to complete tax interviews and related bookkeeping procedures.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• 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

Skills

Reading and math skills

Communication skills

Windows-based programs

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