About The Position

As a Tax Preparer Assistant, you will help clients make confident, informed decisions while building client relationships. You will support the beginning and closing stages of tax interviews, help prepare tax returns, and ensure clients receive superior service. Additional state and local requirements may apply.

Requirements

  • High school diploma or equivalent.
  • Reading and math skills 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 tax returns, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures at the close of the interview.
  • Ensure H&R Block clients receive superior service.
  • Perform other duties as assigned.
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