Tax Preparer Assistant - Franchise Location

H&R Block • Vienna Charter Township, MI

1d

About The Position

The Tax Preparer Assistant helps clients make confident, informed decisions by supporting tax return interviews and delivering superior service. The role assists with entering client and W-2 information into the tax program, assembling completed returns, obtaining required signatures, reviewing finished returns with clients, and completing bookkeeping procedures. Additional duties may be assigned.

Requirements

• High school diploma or equivalent.
• Reading and math skills sufficient to begin and finish the tax return interview.
• Ability to communicate effectively in person and over 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

• Assist with the beginning of tax interviews by entering client and W-2 information into the tax program.
• Assist with closing interviews by assembling tax returns, obtaining required signatures, reviewing completed returns with clients, 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
• Career Level: Entry Level
• Education Level: High school or GED