Tax Preparer Assistant - Franchise Location
MONROE, WIJobSeen 2w agoSeen in employer's feed 5 days ago
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At a glance
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Job overview
The Tax Preparer Assistant supports tax interviews by entering client and W-2 information into the tax program and helping assemble and complete returns. The role also includes obtaining signatures, reviewing finished returns with clients, and completing bookkeeping procedures. The posting requires a high school diploma or equivalent, reading and math skills, effective communication, and previous experience with 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
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