Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Wright Township (PA); On-site; USD 32,000 - 43,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews by accurately entering client and W-2 information into our tax software. You will help assemble returns, gather signatures, and review the finished product with clients.

The role emphasizes clear communication, basic math and reading skills, and ability to work with Windows-based programs; state and local requirements may vary by location.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required for tax interviews.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based software.

Responsibilities

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

Skills

Reading and math skills

Communication skills

Education

High school diploma or equivalent

Additional math/accounting/finance coursework

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

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.