Tax Prep Assistant: Build Client Relationships & Grow

H&R Block; Bandera (TX); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block seeks an entry-level team member to support the tax interview process, entering client and W-2 details into the software and helping provide a confident, informed service experience for clients.

You will assemble tax returns, collect signatures, review the final product with clients, and complete bookkeeping tasks while delivering superior service and supporting the team with other duties as needed.

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

Job description

H&R Block seeks an entry-level team member to support the tax interview process, entering client and W-2 details into the software and helping provide a confident, informed service experience for clients.

You will assemble tax returns, collect signatures, review the final product with clients, and complete bookkeeping tasks while delivering superior service and supporting the team with other duties as needed.