Tax Preparer Assistant - Franchise Location

H&R Block; Williamston (SC); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking an entry-level tax assistant to support the tax interview process and ensure accurate data entry for client files. You will help assemble tax returns, obtain signatures, and review documents with clients to maintain quality service.

Strong reading and math skills, along with clear communication via in-person and phone interactions, will help you succeed. Prior experience with Windows-based software is helpful, with state/local requirements applying as needed.

Qualifications

• High school diploma required.
• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based programs or similar software.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading & Math

Effective Communication

Customer service mindset

Education

High School Diploma

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.

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.