Tax Prep Assistant - Build Client Trust & Returns

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

Job summary

H&R Block in Ohio is seeking an entry-level Assistant to support tax interviews and client service. You will enter client and W-2 data, help assemble returns, obtain signatures, and review the completed product with clients.

The role requires basic reading and math skills, clear communication, and familiarity with Windows-based software. Some state/local requirements may apply; training is provided.

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 programs

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block in Ohio is seeking an entry-level Assistant to support tax interviews and client service. You will enter client and W-2 data, help assemble returns, obtain signatures, and review the completed product with clients.

The role requires basic reading and math skills, clear communication, and familiarity with Windows-based software. Some state/local requirements may apply; training is provided.