Tax Preparer Assistant - Franchise Location

H&R Block • Lakeville, MN

13h

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 with the beginning and closing of tax interviews, help prepare and review tax returns with clients, and complete related bookkeeping procedures. You will also help ensure clients receive superior service and perform other assigned duties.

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

• Assist with the beginning of tax interviews by entering client and W-2 information into the tax program.
• Assist with closing interviews by assembling tax returns, obtaining required signatures, reviewing completed returns with clients, and completing bookkeeping procedures.
• Ensure H&R Block clients receive superior service.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED