Tax Preparer Assistant - Franchise Location
H&R Block•Town of Wolcott, NY
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 help ensure clients receive superior service. 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 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 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
