Tax Preparer Assistant - Franchise Location

H&R Block • Defiance, OH

27d

About The Position

As a Tax Preparer Assistant, you will help clients make informed decisions while building relationships with them. You will support the beginning and closing stages of tax interviews, help assemble and review tax returns, obtain required signatures, and complete bookkeeping procedures. You will also help ensure clients receive superior service and perform other duties as assigned.

Requirements

• High school diploma or equivalent.
• Reading and math skills needed to begin and finish the tax return interview.
• Ability to communicate effectively in person and by 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 the tax return and obtain required signatures when closing the interview.
• Review the completed tax return with the client.
• Complete bookkeeping procedures.
• Ensure 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