Tax Prep Assistant — Build Client Trust & Seamless Returns

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

Job summary

H&R Block, Inc. in Carroll, IA is seeking an entry-level Tax Interview Assistant to help begin and close client interviews, enter W-2 information, and assemble completed tax returns. You will review products with clients and ensure superior service throughout the process.

The role requires strong reading and math skills, effective communication, and familiarity with Windows-based programs. State/local requirements may apply, and other duties may be assigned.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to begin and finish the tax 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 & math

Communication skills

Windows familiarity

Client service

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Carroll, IA is seeking an entry-level Tax Interview Assistant to help begin and close client interviews, enter W-2 information, and assemble completed tax returns. You will review products with clients and ensure superior service throughout the process.

The role requires strong reading and math skills, effective communication, and familiarity with Windows-based programs. State/local requirements may apply, and other duties may be assigned.