Tax Preparer Assistant - Franchise Location at H&R Block · Vandalia

Summary: H&R Block provides tax preparation and financial services to help people make confident, informed decisions about their lives, careers, and money. The Tax Preparer Assistant supports tax interviews by entering client information, assembling and reviewing tax returns, obtaining signatures, completing bookkeeping procedures, and delivering superior client service.

Responsibilities:
- 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

Required Qualifications:
- 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

Required Skills: Windows