Tax Preparer Assistant - Franchise Location
H&R Block•Orange, CA
About The Position
As a Tax Preparer Assistant at an H&R Block franchise location, you will help clients make confident, informed decisions while building client relationships. You will assist at the beginning and end of tax interviews, support the preparation and review of tax returns, and help ensure clients receive superior service.
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 the tax return, obtain required signatures, review the completed return 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
