Tax Prep Assistant: Build Client Relationships & Precision

H&R Block, Inc.; Cedar Springs (MI); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking a frontline team member to support tax interviews in Cedar Springs, Michigan. You will enter client and W-2 data, assemble returns, obtain signatures, and review results with clients to ensure quality service.

This role emphasizes clear communication, accuracy with tax software, and adherence to local requirements, with the opportunity to develop bookkeeping skills as part of a trusted franchise network.

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/mathematics skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a frontline team member to support tax interviews in Cedar Springs, Michigan. You will enter client and W-2 data, assemble returns, obtain signatures, and review results with clients to ensure quality service.

This role emphasizes clear communication, accuracy with tax software, and adherence to local requirements, with the opportunity to develop bookkeeping skills as part of a trusted franchise network.