Tax Preparer Assistant - Franchise Location

H&R Block • New Lebanon, OH

27d

About The Position

The Tax Preparer Assistant supports client tax interviews and tax return preparation at an H&R Block franchise location. The role involves entering client and W-2 information into the tax program, helping complete and close the interview, reviewing the finished return with the client, and providing superior client service. Additional state and local requirements may apply.

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 course work in math, accounting, or finance.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Perform all other duties as assigned.

What This Job Offers

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