Tax Prep Assistant: Build Client Trust & Accuracy

H&R Block, Inc.; Croswell (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block is seeking an entry-level team member in Croswell, MI to support the tax interview process. You will input client and W-2 data, assemble returns, and review outcomes with clients while ensuring top-notch service. Prior computer experience and clear communication are essential.

The role involves basic bookkeeping tasks and following franchisee procedures, with additional duties as assigned during the tax season.

Qualifications

• 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.

Responsibilities

• Enter client and W-2 information into the tax program to start the interview.
• Assemble the tax return, obtain required signatures, and review the finished product with the client.
• Complete bookkeeping procedures and ensure accuracy of tax documents.
• Perform all other duties as assigned by the franchisee.

Skills

Reading skills

Math skills

Communication

Education

High school diploma

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level team member in Croswell, MI to support the tax interview process. You will input client and W-2 data, assemble returns, and review outcomes with clients while ensuring top-notch service. Prior computer experience and clear communication are essential.

The role involves basic bookkeeping tasks and following franchisee procedures, with additional duties as assigned during the tax season.