Tax Prep Assistant: Build Client Relationships & Tax Experience

H&R Block, Inc.; West Union (OH); On-site; USD 25,000 - 35,000; Full time

Job summary

H&R Block, Inc. in West Union, OH is seeking an entry-level Tax Interview Assistant to support tax professionals. You will enter client and W-2 information into the tax program and help assemble returns with accuracy.

The role focuses on delivering superior service to clients, communicating clearly in person and by phone, and completing bookkeeping steps under supervision. Some state/local requirements may apply; additional coursework in math or accounting is a plus.

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

Communication skills

Reading skills

Math skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in West Union, OH is seeking an entry-level Tax Interview Assistant to support tax professionals. You will enter client and W-2 information into the tax program and help assemble returns with accuracy.

The role focuses on delivering superior service to clients, communicating clearly in person and by phone, and completing bookkeeping steps under supervision. Some state/local requirements may apply; additional coursework in math or accounting is a plus.