Tax Preparer Assistant - Franchise Location

H&R Block • Macedon, NY

18h

About The Position

The Tax Preparer Assistant supports the beginning and closing of tax interviews by entering client and W-2 information into the tax program, assembling tax returns, obtaining required signatures, reviewing completed returns with clients, and completing bookkeeping procedures. The role also helps ensure H&R Block clients receive superior service and includes 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 tax returns, obtain required signatures, review completed returns with clients, 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