Tax Prep Assistant: Build Client Confidence

H&R Block, Inc.; Henderson (TX); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support the tax interview process in a retail office. You will enter client and W-2 information into the tax system and assist in assembling returns at closing, ensuring accuracy and completion of signatures and client review.

The role emphasizes clear communication with clients, basic math skills, and familiarity with Windows-based software. State/local requirements may apply, with on-site expectations in Texas franchises.

Qualifications

• High school diploma or equivalent 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

Reading and math

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to support the tax interview process in a retail office. You will enter client and W-2 information into the tax system and assist in assembling returns at closing, ensuring accuracy and completion of signatures and client review.

The role emphasizes clear communication with clients, basic math skills, and familiarity with Windows-based software. State/local requirements may apply, with on-site expectations in Texas franchises.