Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Woburn (MA); On-site; USD 17,000 - 24,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Assistant in Woburn, MA to help initiate tax interviews, enter client data and W‑2 information into the tax software, and assemble returns with clients’ signatures. You will review completed tax returns with clients and perform basic bookkeeping tasks as needed.

The role emphasizes strong customer service, clear communication, and the ability to handle Windows-based software. Some duties may include additional state/local requirements.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.

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 with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Tax interview

W-2 data entry

Tax return assembly

Client service

Bookkeeping basics

Education

High school diploma

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

Pay Range

$15.00 - $15.00/Hr.