Tax Preparer Assistant - Franchise Location

H&R Block; Yale (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

H&R Block in the United States is seeking a tax associate to help begin and close tax interviews by entering client and W-2 information into the tax program while delivering high-quality service to clients. You will assemble returns, obtain signatures, review outcomes with clients, and perform bookkeeping tasks.

Strong basic math, reading skills, and clear communication are essential, with Windows-based software experience preferred.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to complete tax interviews.
• Effective in-person and phone communication.
• Experience with Windows-based programs.
• Additional math, accounting, or finance coursework.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, review the 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 skills

Math skills

Communication skills

Windows basics

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.