Tax Preparer Assistant - Franchise Location

H&R Block • Newberg, OR

17h

About The Position

As a Tax Preparer Assistant, you help clients make confident, informed decisions while building client relationships. You assist at the beginning of the tax interview by entering client and W-2 information into the tax program. At the close of the interview, you assemble the tax return, obtain required signatures, review the completed return with the client, and complete bookkeeping procedures. You help ensure all H&R Block clients receive superior service and perform other duties as assigned.

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.
• Additional state and local requirements may apply.

Nice To Haves

• Additional coursework in math, accounting, or finance.

Responsibilities

• Enter client and W-2 information into the tax program at the beginning of the tax interview.
• Assemble the tax return at the close of the interview.
• Obtain required signatures.
• Review the completed tax return with the client.
• Complete bookkeeping procedures.
• Ensure H&R Block clients receive superior service.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED