Tax Preparer Assistant - Franchise Location

H&R Block • Bellefonte, PA

10h

About The Position

The Tax Preparer Assistant helps clients make informed decisions by supporting the tax interview and return preparation process. The role includes 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 also helps ensure H&R Block clients receive superior service and performs other assigned duties. 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 course work 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 all 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