Tax Prep Assistant: Build Client Returns & Bookkeeping

H&R Block, Inc.; David City (NE); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block is seeking team members to assist at the start of tax interviews by entering client and W-2 information into the tax program and supporting the process with accuracy and care. You will help clients feel confident and informed as they plan their tax journey.

You’ll help close interviews by assembling tax returns, obtaining signatures, and reviewing the finished product with the client, while delivering superior service and handling bookkeeping procedures as needed.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish tax interview.
• Ability to communicate effectively in person and on the phone.
• 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

High school diploma or equivalent

Reading and math skills

Communication skills

Windows-based software experience

State and local requirements knowledge

Job description

H&R Block is seeking team members to assist at the start of tax interviews by entering client and W-2 information into the tax program and supporting the process with accuracy and care. You will help clients feel confident and informed as they plan their tax journey.

You’ll help close interviews by assembling tax returns, obtaining signatures, and reviewing the finished product with the client, while delivering superior service and handling bookkeeping procedures as needed.