Tax Preparer Assistant

H&R Block•Lacey, WA

7d•Onsite

About The Position

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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 the closing of 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 are receiving superior service
All other duties as assigned