Tax Prep Assistant: Build Client Confidence in Returns

H&R Block; Atlantic (IA); On-site; USD 26,000 - 34,000; Full time

Job summary

H&R Block in the United States is seeking an entry-level Tax Interview Assistant to help begin the tax interview by entering client and W-2 information into the tax program and ensure accuracy throughout the process.

You will assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and performing related bookkeeping tasks, while delivering superior service to every client.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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 skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in the United States is seeking an entry-level Tax Interview Assistant to help begin the tax interview by entering client and W-2 information into the tax program and ensure accuracy throughout the process.

You will assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and performing related bookkeeping tasks, while delivering superior service to every client.