Tax Preparer Assistant - Franchise Location

H&R Block • Mound, MN

27d

About The Position

As a Tax Preparer Assistant at an H&R Block franchise location, you will help clients make informed decisions and build client relationships. You will assist at the beginning and end of the tax interview, help prepare and review tax returns with clients, and complete related bookkeeping procedures. You will also help ensure clients receive superior service and perform other assigned duties.

Requirements

• High school diploma or equivalent.
• Reading and math skills needed to begin and finish the tax return interview.
• Ability to communicate effectively in person and by 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, 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