About The Position

As a Tax Preparer Assistant at a franchise location, you help clients make confident, informed decisions about their lives, careers, and money while building client relationships. You assist at the beginning of the tax interview by entering client and W-2 information into the tax program. At the close of the interview, you assemble the tax return, obtain required signatures, review the finished return with the client, and complete bookkeeping procedures. You also help ensure clients receive superior service and perform other duties as assigned. The stated pay range is $15.00–$18.00 per hour.

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.
  • Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures at the close of the interview.
  • Ensure all H&R Block clients receive superior service.
  • Perform all other duties as assigned.
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