Tax Preparer Assistant - Franchise Location

H&R Block • Rutherfordton, NC

15h

About The Position

As a Tax Preparer Assistant at a franchise location, you will help clients make confident, informed decisions about their lives, careers, and money while building client relationships. You will assist with the beginning and closing stages of tax interviews, help prepare and review tax returns with clients, and support bookkeeping procedures. You will also ensure clients receive superior service and perform other duties as assigned.

Requirements

• High school diploma or equivalent.
• Reading and math skills needed to begin and finish the tax return interview.
• Ability to communicate effectively in person and by 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 tax returns, obtain required signatures, review the completed return with the client, and complete bookkeeping procedures at the close of the interview.
• Ensure all H&R Block clients receive superior service.
• Perform other duties as assigned.

What This Job Offers

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