Tax Prep Assistant: Assist, Enter Data, & Finalize Returns

H&R Block; Defiance (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block is seeking an entry-level role to support tax interviews and assist with returns in Ohio. The position focuses on accurate data entry of client and W-2 information and ensuring a smooth closing of tax interviews with clients.

Responsibilities include assembling returns, obtaining signatures, and reviewing outcomes with clients while maintaining high service standards. State-specific requirements may apply; related bookkeeping tasks may be involved.

Qualifications

• High school diploma or equivalent required.
• 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 skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

Tools

Windows OS

Job description

H&R Block is seeking an entry-level role to support tax interviews and assist with returns in Ohio. The position focuses on accurate data entry of client and W-2 information and ensuring a smooth closing of tax interviews with clients.

Responsibilities include assembling returns, obtaining signatures, and reviewing outcomes with clients while maintaining high service standards. State-specific requirements may apply; related bookkeeping tasks may be involved.