Tax Preparer Assistant - Franchise Location
H&R Block•Lincolnton, GA
About The Position
As a Tax Preparer Assistant at a franchise location, you will help clients make confident, informed decisions about their lives, careers, and money while building client relationships. You will assist at the beginning and end of tax interviews, support the preparation and review of tax returns, and provide superior service to H&R Block clients. 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 course work in math, accounting, or finance.
Responsibilities
- Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
- Assist with closing the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
- 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
