Client-Focused Tax Prep Assistant

H&R Block, Inc.; Siler City (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Siler City, NC is seeking a detail-oriented team member to assist at the start of tax interviews by entering client and W-2 information into the tax program and to help close interviews by assembling returns and obtaining signatures.

You’ll review the finished product with clients, complete bookkeeping procedures, and ensure every client receives superior service, while performing 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 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

Communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Siler City, NC is seeking a detail-oriented team member to assist at the start of tax interviews by entering client and W-2 information into the tax program and to help close interviews by assembling returns and obtaining signatures.

You’ll review the finished product with clients, complete bookkeeping procedures, and ensure every client receives superior service, while performing other duties as assigned.