Tax Prep Assistant: Build Client Trust & Finances

H&R Block, Inc.; Roxboro (NC); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Roxboro, NC is seeking an entry-level assistant to support tax interviews and prepare client returns. You will help begin interviews by entering client and W-2 information into the tax program and assist with closing steps to assemble returns and obtain signatures.

You will contribute to delivering superior service to all clients, communicate effectively in person and over the phone, and follow bookkeeping procedures as part of a collaborative team at tax season.

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

Tax data entry

Client relationship

Communication skills

Windows programs

Education

High school diploma

Tools

Windows OS

Job description

H&R Block, Inc. in Roxboro, NC is seeking an entry-level assistant to support tax interviews and prepare client returns. You will help begin interviews by entering client and W-2 information into the tax program and assist with closing steps to assemble returns and obtain signatures.

You will contribute to delivering superior service to all clients, communicate effectively in person and over the phone, and follow bookkeeping procedures as part of a collaborative team at tax season.