Tax Prep Assistant: Build Client Trust & Accurate Returns

H&R Block; Nicholasville (KY); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block in Kentucky is seeking an entry-level teammate to assist with the tax interview process, entering client and W-2 information into the tax program and supporting the preparation of returns. You will help assemble the tax return, obtain signatures, review the finished product with the client, and support bookkeeping procedures while delivering superior service to all clients.

Strong communication and basic math skills, plus familiarity with Windows-based programs, will help you succeed

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

Customer service

Communication

Reading

Math skills

Windows programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Kentucky is seeking an entry-level teammate to assist with the tax interview process, entering client and W-2 information into the tax program and supporting the preparation of returns. You will help assemble the tax return, obtain signatures, review the finished product with the client, and support bookkeeping procedures while delivering superior service to all clients.

Strong communication and basic math skills, plus familiarity with Windows-based programs, will help you succeed