Tax Prep Assistant: Accurate Returns & Client Service

H&R Block; Owingsville (KY); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Owingsville, KY seeks a detail-oriented assistant to support tax interviews, data entry, and client service. The role involves entering client and W-2 information, assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will also complete bookkeeping procedures and ensure superior service for all clients, with other duties as assigned as needed.

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

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Owingsville, KY seeks a detail-oriented assistant to support tax interviews, data entry, and client service. The role involves entering client and W-2 information, assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will also complete bookkeeping procedures and ensure superior service for all clients, with other duties as assigned as needed.