Tax Preparer Assistant - Franchise Location
H&R Block•Eagle, CO
About The Position
The Tax Preparer Assistant helps clients make informed decisions while building lasting client relationships. The role supports the beginning and closing of tax interviews, including 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 assistant also helps ensure that H&R Block clients receive superior service and performs 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.
Benefits
- Paid training and ongoing learning.
- Tax preparation benefit for eligible associates at no direct cost.
- Various discounts on everyday items and services.
- Additional benefits may apply, such as paid sick leave and bonuses.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
