Client-Focused Tax Prep Assistant

H&R Block; Adrian (MI); On-site; USD 21,000 - 26,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant to start and close client interviews, enter client and W-2 information into the tax program, and support bookkeeping. You will help ensure accurate returns and excellent service in a busy office.

The ideal candidate has a high school diploma or equivalent, good reading and math skills, and the ability to communicate clearly in person and on the phone. Experience with Windows-based programs is helpful; state/local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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

Windows-based programs

Education

High School diploma or equivalent

Job description

H&R Block is seeking an entry-level Tax Interview Assistant to start and close client interviews, enter client and W-2 information into the tax program, and support bookkeeping. You will help ensure accurate returns and excellent service in a busy office.

The ideal candidate has a high school diploma or equivalent, good reading and math skills, and the ability to communicate clearly in person and on the phone. Experience with Windows-based programs is helpful; state/local requirements may apply.