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Tax Preparer Assistant

1 month ago

Old Saybrook, Connecticut, United States H&R Block Full time

About the Role

We are seeking a Tax Preparer Assistant to join our team at our Franchise Location. As a Tax Preparer Assistant, you will be responsible for assisting with the preparation of tax returns, ensuring all clients receive superior service, and maintaining a high level of accuracy and attention to detail.

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

About H&R Block

We believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.