H&R Block
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
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
H&R Block
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