Tax Preparer Assistant - Franchise Location

H&R Block • Agoura Hills, CA

15h

About The Position

The Tax Preparer Assistant helps clients make informed decisions by supporting tax interview and return preparation processes at an H&R Block franchise location. The role includes entering client and W-2 information into tax software, assembling completed returns, obtaining required signatures, reviewing finished returns with clients, and completing bookkeeping procedures. The assistant is also expected to provide superior client 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

• 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
• Career Level: Entry Level
• Education Level: High school or GED