Tax Prep Assistant: Build Client Confidence & Accuracy

H&R Block, Inc.; Taylor (MI); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block, Inc. in Taylor, Michigan is seeking an entry-level tax assistant who will support tax professionals by initiating client interviews, entering W-2 information into our tax software, and assisting at the start and throughout the interview process.

You will help assemble the tax return, gather signatures, and review the finished product with the client, while learning bookkeeping procedures. This role emphasizes delivering superior service, clear communication in person and on the phone,

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 skills

Math skills

Communication skills

Phone communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Taylor, Michigan is seeking an entry-level tax assistant who will support tax professionals by initiating client interviews, entering W-2 information into our tax software, and assisting at the start and throughout the interview process.

You will help assemble the tax return, gather signatures, and review the finished product with the client, while learning bookkeeping procedures. This role emphasizes delivering superior service, clear communication in person and on the phone,