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Tax Preparer Assistant - Franchise Location

H&R Block
Posted a day ago, valid for 16 days
Location

Joshua, TX, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The role involves building client relationships and assisting with tax interviews at H&R Block.
  • Candidates are required to have a high school diploma or equivalent and effective communication skills.
  • The position entails entering client information, assembling tax returns, and ensuring superior client service.
  • Preferred qualifications include additional coursework in math, accounting, or finance, along with experience using Windows-based programs.
  • The salary for this position is competitive, and candidates should have prior experience in a related field.
About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. 

 

What You’ll Bring to the Team   

  • Assist with  the beginning of the tax interview by entering client and W-2 information into the tax program 

  • Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures 

  • Ensure all H&R Block clients are receiving superior service 

  • All other duties as assigned   

 

Your Expertise  

  • 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 


Preferred Qualifications

  • Additional course work in math, accounting, or finance  

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee. 




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