Tax Prep Assistant: Assist Returns & Client Service

H&R Block; Garner (IA); On-site; USD 21,000 - 26,000; Full time

Job summary

H&R Block in Garner, IA is seeking an entry-level Tax Interview Assistant to help begin and close tax interviews, enter client and W-2 information, and assemble returns with accuracy.

You will provide friendly service, communicate effectively in person and on the phone, and complete basic bookkeeping tasks under supervision. This role requires a high school diploma and basic math and reading 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 and math skills

Effective communication

Windows-based programs

State/local requirements may apply

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Garner, IA is seeking an entry-level Tax Interview Assistant to help begin and close tax interviews, enter client and W-2 information, and assemble returns with accuracy.

You will provide friendly service, communicate effectively in person and on the phone, and complete basic bookkeeping tasks under supervision. This role requires a high school diploma and basic math and reading skills.