Tax Preparer Assistant - Franchise Location

H&R Block • Old Saybrook, CT

16h

About The Position

The Tax Preparer Assistant helps clients make confident, informed decisions by supporting tax return interviews and building client relationships. The role involves entering client and W-2 information into the tax program, assisting with return completion and review, obtaining required signatures, and completing bookkeeping procedures. The assistant is also responsible for ensuring clients receive superior service and performing 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

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with closing 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
• Education Level: High school or GED