Tax Preparer Assistant - Franchise Location

H&R Block; Windham (CT); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block franchise is seeking an entry-level Tax Associate to assist with the tax interview process. You will enter client and W-2 information into the tax software and help assemble the tax return, ensuring all signatures are obtained and the final product is reviewed with the client.

You will also complete bookkeeping procedures and strive to deliver superior service to every client. The role requires good reading and math skills, clear communication, and experience with Windows-based

Qualifications

• High school diploma or equivalent.
• Reading and math skills to complete tax interview.
• Effective in-person and phone communication.
• Experience with Windows-based programs.
• Additional state/local requirements may apply.

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 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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

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.