About The Position

The Tax Preparer Assistant supports tax interviews and return preparation at an H&R Block franchise location. The role includes entering client and W-2 information into the tax program, helping assemble completed tax returns, obtaining required signatures, reviewing the finished return with clients, and completing bookkeeping procedures. The assistant is also expected to ensure 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 course work 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, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures at the close of the interview.
  • Ensure H&R Block clients receive superior service.
  • Perform other duties as assigned.
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