Tax Preparer Assistant - Franchise Location
H&R Block•Lithonia, GA
About The Position
As a Tax Preparer Assistant, you will help clients make confident, informed decisions about their lives, careers, and money while building client relationships. You will assist with the beginning and closing stages of tax interviews, help assemble and review tax returns, and support bookkeeping procedures while ensuring clients receive superior service.
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
- 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 close of the interview.
- Ensure all H&R Block clients receive superior service.
- Perform all other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
