Tax Preparer Assistant - Franchise Location

H&R Block • Mondovi, WI

13h

About The Position

As a Tax Preparer Assistant at a franchise location, you will support tax interviews and help clients make confident, informed decisions. You will enter client and W-2 information into the tax program, help assemble completed returns, obtain required signatures, review finished products with clients, and complete bookkeeping procedures. You will also help ensure 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

• 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