Tax Prep Assistant: Build Accurate, Client‑Focused Returns

H&R Block, Inc.; Woburn (MA); Sur place; USD 17 000 - 24 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking an entry-level Tax Assistant in Woburn, MA to help initiate tax interviews, enter client data and W‑2 information into the tax software, and assemble returns with clients’ signatures. You will review completed tax returns with clients and perform basic bookkeeping tasks as needed.

The role emphasizes strong customer service, clear communication, and the ability to handle Windows-based software. Some duties may include additional state/local requirements.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.

Responsabilités

• 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 with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Connaissances

Tax interview

W-2 data entry

Tax return assembly

Client service

Bookkeeping basics

Formation

High school diploma

Outils

Windows-based software

Description du poste

H&R Block, Inc. is seeking an entry-level Tax Assistant in Woburn, MA to help initiate tax interviews, enter client data and W‑2 information into the tax software, and assemble returns with clients’ signatures. You will review completed tax returns with clients and perform basic bookkeeping tasks as needed.

The role emphasizes strong customer service, clear communication, and the ability to handle Windows-based software. Some duties may include additional state/local requirements.