Tax Preparer Assistant - Franchise Location

H&R Block • Plano, IL

1d

About The Position

The Tax Preparer Assistant supports the beginning and closing stages of tax interviews at an H&R Block franchise location. The role includes entering client and W-2 information into the tax program, assembling completed tax returns, obtaining required signatures, reviewing finished returns with clients, and completing bookkeeping procedures. The assistant is expected to ensure clients receive superior service and perform other duties as 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 course work 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 close 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