Tax Prep Assistant — Build Client Confidence & Returns

H&R Block; Dade City (FL); On-site; USD 19,000 - 30,000; Full time

Job summary

H&R Block is seeking an entry-level tax professional to support clients in the tax interview process and ensure accurate returns. Responsibilities include entering client and W-2 data, helping assemble returns, obtaining signatures, and reviewing the completed product with clients.

Strong reading and math skills, effective communication, and familiarity with Windows-based software are required. Local/state requirements may apply; on-the-job training provided.

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

Customer service

Attention to detail

Education

High school diploma or equivalent

Math/accounting/finance coursework

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level tax professional to support clients in the tax interview process and ensure accurate returns. Responsibilities include entering client and W-2 data, helping assemble returns, obtaining signatures, and reviewing the completed product with clients.

Strong reading and math skills, effective communication, and familiarity with Windows-based software are required. Local/state requirements may apply; on-the-job training provided.