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Tax Preparer Assistant

H&R Block, Lutz, Florida, United States, 33549

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Tax Preparer Assistant

– H&R Block

Join H&R Block as a Tax Preparer Assistant and help clients with accurate, timely tax preparation. This role builds strong client relationships and supports the full tax interview and return process.

Overview At H&R Block, we empower clients and associates to achieve confidence in their finances. The Tax Preparer Assistant plays a key role in delivering superior service in a collaborative, high‑performing culture.

Responsibilities

Assist at the beginning of the tax interview by entering client and W‑2 information into tax software.

Support the closing of the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

Ensure all H&R Block clients receive superior service.

Perform all other duties as assigned.

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 using Windows‑based computer programs.

Additional state and local requirements may apply.

Preferred Experience

Additional coursework in math, accounting, or finance.

Benefits

Employee Assistance Program with Health Advocate.

Well‑being program, BetterYou.

Neurodiversity and caregiver support.

Various discounts on everyday items and services.

Medical coverage, 401(k) retirement savings plan, and Employee Stock Purchase Plan (eligibility required).

Community & Culture H&R Block is committed to building a connected culture where trust, care, and authenticity thrive. You will be part of a global team recognized for fostering a safe and inclusive workplace.

Equal Opportunity Statement H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Dunedin, FL – Salary: $50,564.80 – $60,673.60 (Full‑time)

Seniority level: Not Applicable. Employment type: Full‑time. Job function: Accounting/Auditing and Finance. Industries: Retail.

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