Tax Preparer Assistant - Franchise Location
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At a glance
Job overview
H&R Block is hiring a Tax Preparer Assistant - Franchise Location. The role involves assisting clients during tax interviews by entering information, assembling returns, obtaining signatures, reviewing the finished product, and performing bookkeeping, while ensuring superior service and handling other assigned duties.
Key focus areas include 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, and Ensure all H&R Block clients are receiving superior service.
Important skills include Reading Skills, Math Skills, Effective Communication, Superior Service, and Windows-Based Computer Programs.
Skills & qualifications
Skills
Qualifications
Full 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
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Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
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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
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Ensure all H&R Block clients are receiving superior service
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All other duties as assigned
Your Expertise
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High school diploma or equivalent
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Reading and math skills required to begin and finish the tax return interview
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Ability to communicate effectively in person and on the phone
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Previous experience with Windows-based computer programs
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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.
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