Tax Prep Assistant - Build Client Trust & Accurate Returns

H&R Block; Morehead City (NC); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Morehead City, NC seeks a team member to assist in tax interviews, entering client and W-2 information into the tax software. You will help assemble returns, obtain signatures, review results with clients, and complete bookkeeping tasks.

A commitment to delivering superior service to all clients is essential. Preferred candidates may have additional coursework in math, accounting, or finance, and possess strong communication skills and familiarity with Windows-based programs.

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 skills

Windows proficiency

Education

High school diploma or equivalent

Math coursework (preferred)

Job description

H&R Block in Morehead City, NC seeks a team member to assist in tax interviews, entering client and W-2 information into the tax software. You will help assemble returns, obtain signatures, review results with clients, and complete bookkeeping tasks.

A commitment to delivering superior service to all clients is essential. Preferred candidates may have additional coursework in math, accounting, or finance, and possess strong communication skills and familiarity with Windows-based programs.