Tax Preparer Assistant - Franchise Location

H&R Block • Woburn, MA

22h

About The Position

Assist with tax interview activities and tax return preparation while providing superior service to H&R Block clients. The role includes entering client and W-2 information into the tax program, assembling completed returns, obtaining required signatures, reviewing the finished product with clients, and completing 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
• Education Level: High school or GED