Tax Preparer Assistant - Franchise Location

H&R Block • Durham, NC

16h

About The Position

The Tax Preparer Assistant supports client tax interviews and return preparation at an H&R Block franchise location. The role helps clients make confident, informed decisions and contributes to building client relationships over time. The assistant enters client and W-2 information into the tax program, helps complete and review tax returns with clients, obtains required signatures, performs bookkeeping procedures, and helps ensure clients receive superior service. Additional state and local requirements may apply.

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

• 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.
• Ensure all 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