Tax Prep Assistant — Build Client Trust & Accurate Returns

H&R Block, Inc.; Four Corners (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail‑oriented teammate to support tax interviews and client service at our Connecticut office.

You will help start the interview by entering client and W‑2 information and assist with gathering signatures and closing the return, ensuring accuracy and client satisfaction. This role emphasizes accurate data entry, clear communication, and reliable bookkeeping procedures, with responsibilities across the interview and final review.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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 skills

Windows-based programs

Education

High school diploma or equivalent

Additional math/finance coursework

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a detail‑oriented teammate to support tax interviews and client service at our Connecticut office.

You will help start the interview by entering client and W‑2 information and assist with gathering signatures and closing the return, ensuring accuracy and client satisfaction. This role emphasizes accurate data entry, clear communication, and reliable bookkeeping procedures, with responsibilities across the interview and final review.