Tax Preparer Assistant - Franchise Location

H&R Block • Lake Isabella, MI

17h

About The Position

The Tax Preparer Assistant helps clients make confident, informed decisions by supporting the beginning and closing of tax interviews and contributing to strong client relationships. The role includes entering client and W-2 information into the tax program, assembling completed tax returns, obtaining required signatures, reviewing the finished product with clients, and completing bookkeeping procedures. The assistant is also 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 coursework 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED