Tax Prep Assistant — Build Client Relationships & Returns

H&R Block, Inc.; Conyngham Township (Columbia County); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to support tax interviews. You will enter client and W-2 information into the tax software at the start of the interview and help assemble the return at close, obtaining signatures and verifying accuracy with the client.

Strong arithmetic and communication skills are essential, with experience using Windows-based programs. Additional state/local requirements may apply; training will be provided.

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

Customer service

Communication

Data entry

Windows basics

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a detail-oriented team member to support tax interviews. You will enter client and W-2 information into the tax software at the start of the interview and help assemble the return at close, obtaining signatures and verifying accuracy with the client.

Strong arithmetic and communication skills are essential, with experience using Windows-based programs. Additional state/local requirements may apply; training will be provided.