Tax Prep Assistant: Build Client Trust & Accurate Returns

H&R Block, Inc.; Stoughton (WI); On-site; USD 30,000 - 36,000; Full time

Job summary

H&R Block, Inc. is hiring at a franchise office to support tax interviews. You will enter client and W-2 information into the tax software at the start, assemble tax returns with signatures at closing, and review the final product with clients.

You’ll also complete bookkeeping steps to finish the interview and ensure superior service for all clients. This role is ideal for candidates with a high school diploma who can read, do basic math, communicate well in person and on the phone, and are

Qualifications

• Reading and math skills are required to begin and finish the tax interview.
• Effective communication in person and on the phone is essential.
• Experience with Windows-based computer programs is preferred.

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return, obtain signatures, and review the product with the client at the end.
• Complete bookkeeping procedures as part of closing the interview.
• Provide superior service to all H&R Block clients.

Skills

Reading and math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Course work in math, accounting, or finance

Tools

Windows-based software

Job description

H&R Block, Inc. is hiring at a franchise office to support tax interviews. You will enter client and W-2 information into the tax software at the start, assemble tax returns with signatures at closing, and review the final product with clients.

You’ll also complete bookkeeping steps to finish the interview and ensure superior service for all clients. This role is ideal for candidates with a high school diploma who can read, do basic math, communicate well in person and on the phone, and are