Tax Preparer Assistant - Franchise Location

H&R Block • Wrens, GA

1d

About The Position

The Tax Preparer Assistant helps clients make informed decisions by supporting tax-return interviews and building client relationships. The role assists with entering client and W-2 information into the tax program at the beginning of the interview, then helps assemble and complete the return at the end. It also includes obtaining required signatures, reviewing the finished return with the client, completing bookkeeping procedures, and ensuring clients receive superior service. Other duties may be 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

• Enter client and W-2 information into the tax program at the beginning of the tax interview.
• Assemble the tax return and obtain required signatures at the close of the interview.
• Review the finished product with the client.
• Complete bookkeeping procedures.
• Ensure 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