Tax Preparer Assistant - Franchise Location

H&R Block • Decatur, IN

27d

About The Position

The Tax Preparer Assistant supports the beginning and closing portions of tax interviews. The role involves entering client and W-2 information into the tax program, assembling completed tax returns, obtaining required signatures, reviewing finished returns with clients, and completing bookkeeping procedures. The assistant helps ensure H&R Block clients receive superior service and performs other duties as assigned. Additional state and local requirements may apply.

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 the tax return at the close of the interview.
• Obtain required signatures.
• Review the finished tax return with the client.
• Complete bookkeeping procedures.
• Ensure H&R Block clients receive superior service.
• Perform other duties as assigned.

What This Job Offers

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