Tax Prep Assistant: Build Client Confidence

H&R Block, Inc.; Bamberg (SC); On-site; USD 32,000 - 44,000; Full time

Job summary

H&R Block, Inc. is seeking an associate to support tax interviews by entering client and W-2 information into the tax software, and assisting with closing procedures. You will help assemble returns, obtain signatures, and review the completed product with clients, while ensuring quality service.

The role requires strong reading and math skills, effective communication in person and by phone, and familiarity with Windows-based programs. Additional state and local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• 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 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

Communication skills

Math skills

Windows familiarity

Interpersonal skills

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. is seeking an associate to support tax interviews by entering client and W-2 information into the tax software, and assisting with closing procedures. You will help assemble returns, obtain signatures, and review the completed product with clients, while ensuring quality service.

The role requires strong reading and math skills, effective communication in person and by phone, and familiarity with Windows-based programs. Additional state and local requirements may apply.