Tax Prep Assistant: Build Client Trust & Accurate Returns

H&R Block; Fort Payne (AL); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block Fort Payne is hiring a Tax Associate to assist with tax interviews, entering client and W-2 information, and helping assemble returns. You’ll work to ensure accuracy, obtain signatures, and review the finished product with clients while supporting bookkeeping procedures.

Ideal candidates have a high school diploma, good reading and math skills, and the ability to communicate clearly in person and by phone.

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 skills

Math skills

Communication

Windows programs

Education

High school diploma

Job description

H&R Block Fort Payne is hiring a Tax Associate to assist with tax interviews, entering client and W-2 information, and helping assemble returns. You’ll work to ensure accuracy, obtain signatures, and review the finished product with clients while supporting bookkeeping procedures.

Ideal candidates have a high school diploma, good reading and math skills, and the ability to communicate clearly in person and by phone.