Tax Prep Assistant: Assist Clients, Prepare Returns

H&R Block, Inc.; Lake Orion (MI); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. is seeking a Tax Assistant to support the tax interview process and ensure accurate data entry of client and W-2 information into the tax program.

You will help assemble the return, obtain signatures, review the final product with the client, and complete bookkeeping procedures. Ideal candidates have a high school diploma, solid reading and math skills, and the ability to communicate effectively in person and on the phone.

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

Customer service

Interpersonal communication

Windows basics

Reading and math

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a Tax Assistant to support the tax interview process and ensure accurate data entry of client and W-2 information into the tax program.

You will help assemble the return, obtain signatures, review the final product with the client, and complete bookkeeping procedures. Ideal candidates have a high school diploma, solid reading and math skills, and the ability to communicate effectively in person and on the phone.