Tax Prep Assistant: Build Client Trust & Precision

H&R Block; Onawa (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Onawa, IA is seeking an entry-level team member to help with the tax interview process and client service. You will enter client information into the tax software and assist with assembling returns and obtaining signatures. You’ll review the finished product with clients and handle bookkeeping steps as needed.

The role emphasizes clear communication, accuracy, and delivering superior service to all clients while supporting franchise operations and daily tasks.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to complete tax interviews.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Perform any other duties as assigned.

Skills

Reading skills

Math skills

Communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Onawa, IA is seeking an entry-level team member to help with the tax interview process and client service. You will enter client information into the tax software and assist with assembling returns and obtaining signatures. You’ll review the finished product with clients and handle bookkeeping steps as needed.

The role emphasizes clear communication, accuracy, and delivering superior service to all clients while supporting franchise operations and daily tasks.