Tax Preparer Assistant - Franchise Location

H&R Block • MONTEREY, TN

15h

About The Position

The Tax Preparer Assistant supports tax interview and return-completion processes at an H&R Block franchise location. The role includes entering client and W-2 information into the tax program, helping assemble completed tax 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 course work 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 all H&R Block clients receive superior service.
• Perform all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED