Tax Prep Assistant: Build Client Confidence & Accuracy

H&R Block; Brookfield (MO); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block in Brookfield, MO is seeking an entry-level Tax Associate to support tax interview activities and ensure accurate tax returns. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished product with clients.

The role requires a high school diploma, basic reading/math skills, and strong communication, with experience in Windows-based software helpful for handling tax programs and alignment with local requirements.

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 skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Brookfield, MO is seeking an entry-level Tax Associate to support tax interview activities and ensure accurate tax returns. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished product with clients.

The role requires a high school diploma, basic reading/math skills, and strong communication, with experience in Windows-based software helpful for handling tax programs and alignment with local requirements.