Tax Preparer Assistant - Franchise Location

H&R Block • Roaring Spring, PA

20h

About The Position

The Tax Preparer Assistant supports tax return interviews and helps clients make informed decisions. The role includes entering client and W-2 information into the tax program, helping complete and close interviews, and providing superior client service. The assistant also assembles tax returns, obtains required signatures, reviews completed returns with clients, performs bookkeeping procedures, and completes 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 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