Tax Preparer Assistant

About This Role

This Tax Preparer Assistant role involves supporting clients through the tax return process, from initial data entry to final review and bookkeeping. It suits an individual who enjoys building client relationships and providing superior service.

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

Nice to have:

• Additional course work in math, accounting, or finance

Benefits

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Medical Coverage (with additional eligibility requirements)
• 401k Retirement Savings Plan (with additional eligibility requirements)
• Employee Stock Purchase Plan (with additional eligibility requirements)

About the Company

At H&R Block, the company's purpose is to provide help and inspire confidence in clients, associates, and communities. H&R Block is committed to continuous improvement through its Block Horizons 2025 strategy and transformation plan.