Tax Preparer Assistant - Franchise Location

H&R Block • Ralpho Township, PA

16h

About The Position

The Tax Preparer Assistant supports tax interview and return preparation processes at an H&R Block franchise location. The role involves entering client and W-2 information into the tax program, helping complete and review tax returns with clients, obtaining required signatures, and performing bookkeeping procedures. The assistant is also responsible for providing superior client service and carrying out other assigned duties.

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

• 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 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