About The Position

As a Tax Preparer Assistant, you will help clients make confident, informed decisions and build client relationships. You will assist with the beginning and closing stages of tax interviews, provide superior client service, and complete other duties as assigned.

Requirements

  • High school diploma or equivalent.
  • Reading and math skills needed to begin and complete the tax return interview.
  • Ability to communicate effectively in person and by 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, obtain required signatures, review the completed return with the client, and complete bookkeeping procedures at the close of the interview.
  • Ensure all H&R Block clients receive superior service.
  • Perform other duties as assigned.
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