Tax Preparer Assistant - Franchise Location
H&R Block•Montross, VA
About The Position
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. The Tax Preparer Assistant supports the beginning and closing stages of tax interviews, helps prepare and review tax returns with clients, and provides superior service to H&R Block clients.
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 during the beginning of the tax interview.
- Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures when closing 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
