Tax Preparer Assistant

H&R Block • Lawrence Township, NJ

401d

About The Position

The Tax Preparer Assistant at H&R Block plays a crucial role in supporting clients through the tax preparation process. This position involves entering client information into the tax program, assisting in the completion of tax returns, and ensuring that clients receive exceptional service. The role is designed for individuals who are eager to help others make informed financial decisions and build lasting client relationships.

Requirements

• 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.

Nice To Haves

• Additional coursework in math, accounting, or finance.

Responsibilities

• Enter client and W-2 information into the tax program to begin the tax return process.
• Assist with closing the interview by assembling the tax return and obtaining required signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.

Benefits

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help build healthy habits.
• Neurodiversity and caregiver support available.
• Various discounts on everyday items and services.
• Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (with additional eligibility requirements).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED