Tax Preparer Assistant - Franchise Location

H&R Block • Los Angeles, CA

17h

About The Position

The Tax Preparer Assistant helps clients make informed decisions about their lives, careers, and money while building client relationships. The role assists with the beginning of the tax interview by entering client and W-2 information into the tax program. It also supports interview closing by assembling tax returns, obtaining required signatures, reviewing the finished product with clients, and completing bookkeeping procedures. The assistant helps ensure H&R Block clients receive superior service and performs 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 tax returns, obtain required signatures, review the finished product with clients, and complete bookkeeping procedures when closing 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