Tax Preparer Assistant - Franchise Location

H&R Block • Broken Bow, OK

27d

About The Position

As a Tax Preparer Assistant at a franchise location, you will help clients make confident, informed decisions while building client relationships. You will support the beginning and closing stages of tax interviews, help assemble and review tax returns, obtain required signatures, complete bookkeeping procedures, and ensure clients receive superior service. Additional duties may be assigned.

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 the tax return at the close of the interview.
• Obtain required signatures.
• Review the finished tax return with the client.
• Complete 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