Tax Preparer Assistant - Franchise Location

H&R Block • Urbana, OH

15h

About The Position

The Tax Preparer Assistant supports tax return interviews and client service at an H&R Block franchise location. The role involves entering client and W-2 information into the tax program at the beginning of an interview and assisting with interview closeout by assembling the return, obtaining required signatures, reviewing the completed return with the client, and completing bookkeeping procedures. The assistant is also expected to ensure clients receive superior service and perform other duties as 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, obtain required signatures, review the completed return 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