Tax Prep Assistant - Build Client Confidence & Finances

H&R Block; Apex (NC); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block in Apex, NC is seeking an entry-level Tax Interview Assistant to support tax interview processes by entering client and W-2 information into the tax program and assembling the tax returns. You will help ensure accuracy and client service during the interview.

Ideal candidates have a high school diploma and good reading and math skills, with strong communication. Prior experience with Windows-based programs is helpful; training provided.

Qualifications

• 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

Math

Communication

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Apex, NC is seeking an entry-level Tax Interview Assistant to support tax interview processes by entering client and W-2 information into the tax program and assembling the tax returns. You will help ensure accuracy and client service during the interview.

Ideal candidates have a high school diploma and good reading and math skills, with strong communication. Prior experience with Windows-based programs is helpful; training provided.