Tax Prep Assistant - Build Client Confidence

H&R Block; Glenwood (IA); On-site; USD 27,000 - 38,000; Full time

Job summary

H&R Block in Iowa is seeking an entry-level Tax Associate to support tax interviews, data entry, and client service. You will enter client and W-2 information, help assemble returns, obtain signatures, and review completed filings with clients during the process.

The role emphasizes accuracy, communication, and teamwork in a fast-paced franchise environment, with typical duties including bookkeeping support and customer service during tax season.

Qualifications

• High school diploma or equivalent is required.
• 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

Communication skills

Phone communication

Reading & math skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Iowa is seeking an entry-level Tax Associate to support tax interviews, data entry, and client service. You will enter client and W-2 information, help assemble returns, obtain signatures, and review completed filings with clients during the process.

The role emphasizes accuracy, communication, and teamwork in a fast-paced franchise environment, with typical duties including bookkeeping support and customer service during tax season.