Tax Preparer Assistant - Franchise Location

H&R Block • Pleasanton, TX

1d

About The Position

The Tax Preparer Assistant helps clients make confident, informed decisions by supporting tax return interviews and maintaining strong client relationships. The role assists with 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 is also responsible for ensuring H&R Block clients receive superior service and performing 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

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Ensure H&R Block clients receive superior service.
• Perform all other duties as assigned.

What This Job Offers

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