Tax Prep Assistant - Client-Focused & Detail-Oriented

H&R Block, Inc.; Scotland; On-site; GBP 18,000 - 24,000; Full time

Job summary

H&R Block in the United Kingdom (Scotland) is seeking an entry-level Tax Interview Assistant responsible for data entry of client and W-2 information into the tax program and assisting with both interview phases. The role emphasizes delivering superior client service and accurate tax document preparation.

The ideal candidate holds a high school diploma, can communicate effectively, and is comfortable with Windows-based software.

Qualifications

• 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.

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

Skills

Reading and math skills

Communication skills

Customer service

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in the United Kingdom (Scotland) is seeking an entry-level Tax Interview Assistant responsible for data entry of client and W-2 information into the tax program and assisting with both interview phases. The role emphasizes delivering superior client service and accurate tax document preparation.

The ideal candidate holds a high school diploma, can communicate effectively, and is comfortable with Windows-based software.