Tax Prep Assistant - Accurate Returns & Client Service

H&R Block, Inc.; Winterset (IA); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block, Inc. in Winterset, IA is seeking help to assist with tax interviews and return preparation. You will enter client and W-2 information, assemble returns, obtain signatures, and review the completed product with clients while ensuring high-quality service.

Strong reading and math skills, effective communication, and experience with Windows-based software are preferred. Additional local requirements may apply as needed at the franchise level.

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 & math

Communication

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Winterset, IA is seeking help to assist with tax interviews and return preparation. You will enter client and W-2 information, assemble returns, obtain signatures, and review the completed product with clients while ensuring high-quality service.

Strong reading and math skills, effective communication, and experience with Windows-based software are preferred. Additional local requirements may apply as needed at the franchise level.