Tax Prep Assistant: Build Client Relationships

H&R Block, Inc.; Forest City (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is looking for a team member to assist with tax interview processes in Forest City, IA. You will enter client and W-2 information, help assemble tax returns, obtain signatures, and review the final product with clients. Strong service focus is required to ensure client satisfaction.

Role emphasizes accuracy in data entry, good communication by phone and in person, and willingness to perform additional duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Reading

Math skills

Effective communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is looking for a team member to assist with tax interview processes in Forest City, IA. You will enter client and W-2 information, help assemble tax returns, obtain signatures, and review the final product with clients. Strong service focus is required to ensure client satisfaction.

Role emphasizes accuracy in data entry, good communication by phone and in person, and willingness to perform additional duties as assigned.