Tax Prep Assistant: Accurate Returns & Client Service

H&R Block, Inc.; Chardon (OH); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level position to support tax interviews. You will enter client and W-2 information into the tax program at the start of interviews, then help assemble tax returns, obtain signatures, review the finished product with clients, and complete bookkeeping procedures at closing.

The role emphasizes delivering superior service to all clients, with additional duties as assigned. Prior experience with Windows-based programs is helpful, and state/local requirements may

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

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level position to support tax interviews. You will enter client and W-2 information into the tax program at the start of interviews, then help assemble tax returns, obtain signatures, review the finished product with clients, and complete bookkeeping procedures at closing.

The role emphasizes delivering superior service to all clients, with additional duties as assigned. Prior experience with Windows-based programs is helpful, and state/local requirements may