Tax Preparer Assistant

3 weeks ago


Morehead City, North Carolina, United States H&R Block Full time
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.

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.

Job Summary

As a Tax Preparer Assistant, you will inspire people to make confident, informed decisions about their lives, careers, and money. You will build client relationships that will grow stronger every year.

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


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