Tax Prep Assistant: Assist Interviews & Assemble Returns

H&R Block, Inc.; Greenfield (OH); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Greenfield, Ohio is seeking a Tax Interview Assistant to help start the tax interview by entering client and W-2 information into the tax program, and to support the closing of interviews with assembled returns and signatures.

You will help ensure every client receives superior service and perform other duties as assigned, with prior experience using Windows-based programs and strong reading and math skills.

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 skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Greenfield, Ohio is seeking a Tax Interview Assistant to help start the tax interview by entering client and W-2 information into the tax program, and to support the closing of interviews with assembled returns and signatures.

You will help ensure every client receives superior service and perform other duties as assigned, with prior experience using Windows-based programs and strong reading and math skills.