Tax Preparer Assistant - Franchise Location

H&R Block • Unionville, MO

13h

About The Position

The Tax Preparer Assistant helps clients make informed decisions by supporting tax return interviews and providing client service at an H&R Block franchise location. The assistant enters client and W-2 information into the tax program, helps assemble completed tax returns, obtains required signatures, reviews the finished return with clients, and completes bookkeeping procedures. Additional duties may be assigned.

Requirements

• High school diploma or equivalent.
• Reading and math skills needed 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.

What This Job Offers

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