Tax Prep Assistant | Build Client-Focused Returns

H&R Block; Stanton (KY); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block seeks team members to assist in the tax interview process, entering client data and W-2 information into the tax software. You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients.

The role emphasizes delivering superior service to H&R Block clients and performing other duties as assigned. Strong reading and math skills and clear communication are essential.

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

Math

Communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block seeks team members to assist in the tax interview process, entering client data and W-2 information into the tax software. You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients.

The role emphasizes delivering superior service to H&R Block clients and performing other duties as assigned. Strong reading and math skills and clear communication are essential.