Tax Prep Assistant - Build Client Confidence & Returns

H&R Block; Heavener (OK); On-site; USD 25,000 - 45,000; Full time

Job summary

H&R Block is seeking a team member in Oklahoma to assist during tax interviews and ensure accurate data entry of client and W-2 information. You will help assemble tax returns, obtain signatures, and review the finished product with clients, while completing bookkeeping procedures.

The role emphasizes delivering superior service to all clients and supporting the tax team with additional duties as assigned.

Qualifications

• Reading and math skills required to begin and finish the tax return 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 skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking a team member in Oklahoma to assist during tax interviews and ensure accurate data entry of client and W-2 information. You will help assemble tax returns, obtain signatures, and review the finished product with clients, while completing bookkeeping procedures.

The role emphasizes delivering superior service to all clients and supporting the tax team with additional duties as assigned.