Tax Prep Assistant: Build Client Relationships & Returns

H&R Block, Inc.; Sparta (MI); On-site; USD 32,000 - 44,000; Full time

Job summary

H&R Block, Inc. in Sparta, MI is seeking a front-line tax assistant to help guide clients through the interview and tax-return process. You will input client and W-2 data, assemble returns, obtain signatures, and review the finished product with customers.

This entry-level role emphasizes clear communication, basic math and reading skills, and a friendly, client-focused approach. Training and ongoing support are provided by the franchisee to ensure a smooth tax season.

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

Effective communication

Windows proficiency

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Sparta, MI is seeking a front-line tax assistant to help guide clients through the interview and tax-return process. You will input client and W-2 data, assemble returns, obtain signatures, and review the finished product with customers.

This entry-level role emphasizes clear communication, basic math and reading skills, and a friendly, client-focused approach. Training and ongoing support are provided by the franchisee to ensure a smooth tax season.