Client-Focused Tax Prep Assistant

H&R Block, Inc.; Leon (IA); On-site; USD 28,000 - 38,000; Full time

Job summary

H&R Block is seeking an entry-level team member in Leon, IA to support tax interviews and client service. You will enter client and W-2 information into the tax program at the start of interviews to ensure accurate data and a smooth process.

At interview closing, you assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to every client.

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 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

Communication skills

Windows-based programs

Customer service mindset

Education

High school diploma or equivalent

Job description

H&R Block is seeking an entry-level team member in Leon, IA to support tax interviews and client service. You will enter client and W-2 information into the tax program at the start of interviews to ensure accurate data and a smooth process.

At interview closing, you assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to every client.