Tax Preparer Assistant - Franchise Location

H&R Block • Spearfish, SD

26d

About The Position

As a Tax Preparer Assistant at a franchise location, you will help clients make informed decisions by supporting tax-return interviews and providing service. You will enter client and W-2 information into the tax program, help assemble and complete returns, obtain signatures, review finished returns with clients, and perform 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 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

• 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 finished returns with clients, and completing bookkeeping procedures.
• Ensure all 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