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Tax Preparer Assistant

2 months ago

Kissimmee, Florida, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Preparer Assistant to join our team at H&R Block. As a Tax Preparer Assistant, you will play a crucial role in providing exceptional service to our clients, ensuring their tax returns are accurate and completed efficiently.

Key Responsibilities
  • Client Service: Provide superior service to all H&R Block clients, ensuring their needs are met and exceeded.
  • Tax Return Preparation: Begin the tax return by entering client and W-2 information into the tax program.
  • Interview Closing: 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.
Requirements
  • Education: High school diploma or equivalent.
  • Skills: 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 Requirements: Additional state and local requirements may apply.
About H&R Block

H&R Block is a leading provider of tax preparation and financial services. We believe in the power of people helping people, and our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.