Tax Prep Assistant — Build Client-Focused Tax Skills

H&R Block, Inc.; Lowell (MA); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Lowell, MA seeks a Tax Assistant to support the tax interview process by entering client and W-2 data into the tax program and helping close interviews with accurate returns and signed documents.

You will ensure every client receives superior service and handle additional duties as assigned. This is an entry-level position offering hourly pay and seasonal opportunities.

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

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Lowell, MA seeks a Tax Assistant to support the tax interview process by entering client and W-2 data into the tax program and helping close interviews with accurate returns and signed documents.

You will ensure every client receives superior service and handle additional duties as assigned. This is an entry-level position offering hourly pay and seasonal opportunities.