Tax Preparer Assistant - Franchise Location

H&R Block•Howe Township, PA

About The Position

The Tax Preparer Assistant supports tax interviews and return preparation at an H&R Block franchise location. The role helps clients make confident, informed decisions by providing service throughout the interview and tax-return process.

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 over 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 tax interviews by entering client and W-2 information into the tax program.
  • Assist with closing interviews by assembling tax returns, obtaining required signatures, reviewing completed returns with clients, and completing bookkeeping procedures.
  • Ensure H&R Block clients receive superior service.
  • Perform other duties as assigned.
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