Tax Prep Assistant: Build Client Confidence with Precise Returns

H&R Block, Inc.; Newport (ME); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block, Inc. is seeking a role focused on assisting with tax interviews, entering client and W-2 information into the tax program, and assembling the tax return for client review.

You will help ensure accurate data entry and a smooth interview flow, contributing to a positive client experience. Responsibilities include supporting the closing steps, obtaining signatures, and completing bookkeeping procedures, while delivering superior service to all clients and performing any other duties as

Qualifications

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

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 skills

Communication skills

Windows-based software experience

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block, Inc. is seeking a role focused on assisting with tax interviews, entering client and W-2 information into the tax program, and assembling the tax return for client review.

You will help ensure accurate data entry and a smooth interview flow, contributing to a positive client experience. Responsibilities include supporting the closing steps, obtaining signatures, and completing bookkeeping procedures, while delivering superior service to all clients and performing any other duties as