Tax Prep Assistant: Build Accurate Returns & Client Service

H&R Block; Harrah (OK); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block is seeking an assistant to support tax interview processes at our Harrah, Oklahoma office. You’ll enter client and W-2 information into our tax program and help assemble the completed tax return with client signatures.

You’ll ensure each client receives superior service, while following franchisee procedures and standard bookkeeping practices. Previous experience with Windows-based software will help you succeed in this role.

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

Communication skills (in person & on‑m

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block is seeking an assistant to support tax interview processes at our Harrah, Oklahoma office. You’ll enter client and W-2 information into our tax program and help assemble the completed tax return with client signatures.

You’ll ensure each client receives superior service, while following franchisee procedures and standard bookkeeping practices. Previous experience with Windows-based software will help you succeed in this role.