About The Position

As a Tax Preparer Assistant, you will help clients make confident, informed decisions while building client relationships. You will assist at the beginning and end of tax interviews, support preparation and completion of tax returns, and ensure clients receive superior service. Additional state and local requirements may apply.

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 all H&R Block clients receive superior service.
  • Perform other duties as assigned.
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