Tax Prep Assistant: Build Client-Focused Tax Skills

H&R Block; Jasper (GA); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block is seeking a Front Desk/Tax Support role to assist with beginning the tax interview by entering client and W-2 information, and to help close interviews by assembling tax returns, obtaining signatures, and reviewing the finished product with clients. The position emphasizes delivering superior service and performing bookkeeping tasks as needed.

Ideal candidates have a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in person

Qualifications

• 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.

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 programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking a Front Desk/Tax Support role to assist with beginning the tax interview by entering client and W-2 information, and to help close interviews by assembling tax returns, obtaining signatures, and reviewing the finished product with clients. The position emphasizes delivering superior service and performing bookkeeping tasks as needed.

Ideal candidates have a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in person