Client-Focused Tax Prep Assistant

H&R Block, Inc.; Calhoun (GA); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member in Georgia to support tax interviews by entering client and W-2 information, and to assemble and review returns with clients. The role emphasizes delivering superior service and completing bookkeeping steps under supervision.

Responsibilities include assisting at the start and close of interviews, applying state/local requirements, and performing other duties as assigned within the franchise.

Qualifications

• High school diploma or equivalent required.
• 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

Effective communication

Windows proficiency

Education

High School diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an entry-level team member in Georgia to support tax interviews by entering client and W-2 information, and to assemble and review returns with clients. The role emphasizes delivering superior service and completing bookkeeping steps under supervision.

Responsibilities include assisting at the start and close of interviews, applying state/local requirements, and performing other duties as assigned within the franchise.