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Tax Preparer Assistant

2 months ago

Tyrone, Georgia, United States H&R Block Full time
About H&R Block

H&R Block is a leading provider of tax preparation and financial services. Our mission is to provide help and inspire confidence in our clients, associates, and communities everywhere.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.

About the Role

We are seeking a Tax Preparer Assistant to join our team at our franchise location in Tyrone, Georgia. As a Tax Preparer Assistant, you will be responsible for assisting clients with their tax returns, ensuring all necessary information is collected, and providing exceptional customer service.

Key Responsibilities
  • Begin the tax return 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
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