Tax Preparer Assistant - Franchise Location

H&R Block • Salem, IL

19h

About The Position

As a Tax Preparer Assistant, you help clients make confident, informed decisions about their lives, careers, and money while building client relationships. You assist with the beginning and closing of tax interviews, help assemble and review tax returns, and support client service and bookkeeping procedures.

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

• Enter client and W-2 information into the tax program at the beginning of the tax interview.
• Assemble tax returns, obtain required signatures, review the finished return with the client, and complete bookkeeping procedures at the end 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