Tax Preparer Assistant - Franchise Location

H&R Block • Presque Isle, ME

1d

About The Position

The Tax Preparer Assistant helps clients make informed decisions by supporting tax interviews and building client relationships. The role assists at the beginning of the interview by entering client and W-2 information into the tax program, and at the close by assembling tax returns, obtaining required signatures, reviewing completed returns with clients, and completing bookkeeping procedures. The assistant ensures 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 the finished product with the client, and complete bookkeeping procedures at the close of the interview.
• Ensure H&R Block 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