Tax Preparer Assistant - Franchise Location

H&R Block • Olney, IL

17h

About The Position

As a Tax Preparer Assistant, you will help clients make confident, informed decisions while building client relationships. You will assist with the beginning and closing of tax interviews, support tax return preparation and review, and complete bookkeeping procedures. You will also help ensure clients receive superior service and perform 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 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

• 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 finished return with the client, and complete bookkeeping procedures at the closing of the interview.
• Ensure 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