Tax Preparer Assistant - Franchise Location

H&R Block

Posted 19 days ago

Full Time

Mio, Michigan

In Person

Smart Summary

Responsibilities

The Tax Preparer Assistant will enter client and W-2 information into the tax program to begin the interview process. They will also assist in closing the interview by assembling tax returns, obtaining signatures, and performing bookkeeping procedures.

Qualifications

You have a high school diploma or equivalent and solid reading and math skills to support tax interviews. You can enter client and W-2 information into tax software, assist with assembling and reviewing tax returns, and perform basic bookkeeping. You are comfortable using Windows-based programs and delivering accurate, friendly service to clients.

Must Have Skills for ATS

Tax Software

W-2 Processing

Data Entry

Bookkeeping

Windows-based Programs

Tax Return Preparation

Job Description

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. 

What You’ll Bring to the Team   

  • 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   

Your Expertise  

  • 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  

H&R Block

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!
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