Tax Prep Assistant: Build Client Confidence & Bookkeeping

H&R Block, Inc.; Blairsville (GA); On-site; USD 22,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a frontline Assistant during tax season in Blairsville, GA.

You will help begin tax interviews by entering client and W-2 information, and assist with closing interviews by assembling tax returns and obtaining signatures. You will ensure clients receive superior service, and handle routine bookkeeping tasks; a high school diploma and basic math and reading skills are required, along with ability to communicate clearly in person and by phone.

Qualifications

• High school diploma or equivalent is required.
• Ability to communicate effectively in person and on the phone.
• Reading and math skills required to begin and finish the tax return interview.
• 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

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking a frontline Assistant during tax season in Blairsville, GA.

You will help begin tax interviews by entering client and W-2 information, and assist with closing interviews by assembling tax returns and obtaining signatures. You will ensure clients receive superior service, and handle routine bookkeeping tasks; a high school diploma and basic math and reading skills are required, along with ability to communicate clearly in person and by phone.