Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Woodstock (AL); On-site; USD 35,000 - 50,000; Full time

Job summary

H&R Block is seeking a team member in Woodstock, AL to support the tax interview process, entering client and W-2 data, and helping assemble tax returns. You will help close interviews, obtain signatures, review results with clients, and complete bookkeeping steps.

Strong communication, basic math and reading skills, and familiarity with Windows-based programs are required. Additional state/local requirements may apply. This is a franchise role with a focus on delivering superior client service.

Qualifications

• Must have basic reading and math skills to complete tax interview
• Excellent in-person and phone communication is required
• Experience using Windows-based software is preferred
• State and local requirements may apply to the role

Responsibilities

• Assist at the start of the tax interview by entering client and W-2 information into the tax program
• Assist at interview closing by assembling the tax return, obtaining signatures, reviewing with client, and completing bookkeeping procedures
• Ensure all H&R Block clients receive superior service
• Perform all other duties as assigned

Skills

Reading and math skills

Communication skills

Windows-based software experience

State and local tax requirements

Education

High school diploma or equivalent

Tools

Windows-based programs

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.