Tax Prep Assistant - Build Client Trust & Returns

H&R Block; Sparta (MI); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block Sparta, Michigan is seeking a friendly frontline associate to support tax interviews by accurately entering client and W-2 details into the tax software and helping assemble the tax return for review.

You will verify information with clients, obtain required signatures, and finalize the filing steps, while providing attentive service and clear explanations of the process to each client.

Qualifications

• High school diploma required.
• Ability to read and math for tax interviews.

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 clients receive superior service

Skills

Data entry

Customer service

Interpersonal communication

Windows-based software

Education

High school diploma

Tools

Tax software

Job description

H&R Block Sparta, Michigan is seeking a friendly frontline associate to support tax interviews by accurately entering client and W-2 details into the tax software and helping assemble the tax return for review.

You will verify information with clients, obtain required signatures, and finalize the filing steps, while providing attentive service and clear explanations of the process to each client.