Tax Preparer Assistant - Franchise Location

H&R Block • Bergenfield, NJ

17h

About The Position

The Tax Preparer Assistant supports tax return interviews at an H&R Block franchise location. The role helps clients make informed decisions by assisting with the beginning and closing stages of the tax interview, preparing tax return materials, reviewing completed returns with clients, and providing superior service. Additional duties may be assigned.

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 finished product with the client, and complete bookkeeping procedures at the closing of the interview.
• 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