Tax Preparer Assistant - Franchise Location

H&R Block • Omaha, IL

16h

About The Position

The Tax Preparer Assistant supports tax interview processes and client service at an H&R Block franchise location. The role includes entering client and W-2 information into the tax program at the beginning of the interview, then helping assemble and complete the return at the close of the interview. The assistant obtains required signatures, reviews the finished product with the client, and completes bookkeeping procedures. The position also ensures clients receive superior service and includes 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 course work in math, accounting, or finance.

Responsibilities

• Enter client and W-2 information into the tax program to assist with the beginning of the tax interview.
• Assemble the tax return and obtain required signatures.
• Review the finished product with the client.
• Complete bookkeeping procedures.
• Ensure H&R Block clients receive superior service.
• Perform other duties as assigned.

What This Job Offers

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