Tax Prep Assistant: Build Client Trust & Returns

H&R Block, Inc.; Greybull (WY); On-site; USD 26,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to assist with the tax interview by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures. You will review the final product with clients and complete bookkeeping procedures.

Focus on delivering superior service to all clients, with duties as assigned. Strong communication and basic Windows skills are required to 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

Reading skills

Math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a detail-oriented team member to assist with the tax interview by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures. You will review the final product with clients and complete bookkeeping procedures.

Focus on delivering superior service to all clients, with duties as assigned. Strong communication and basic Windows skills are required to succeed.