Tax Preparer Assistant - Franchise Location

H&R Block • New Lenox, IL

17h

About The Position

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. The Tax Preparer Assistant supports tax interviews and return preparation by entering client and W-2 information, assembling completed returns, obtaining signatures, reviewing the finished product with clients, and completing bookkeeping procedures. The role also ensures clients receive superior service and includes other duties as assigned. 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 course work 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 all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED