Tax Prep Assistant- Build Client Trust & Streamline Returns

H&R Block; Richlands (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block in Richlands, NC is seeking an entry-level team member to support the tax interview process and deliver excellent client service. You will enter client and W-2 information into the tax program, assist with the opening and closing of interviews, assemble returns, obtain signatures, and review the finished product with clients to ensure accuracy.

Strong reading, math, and communication skills are required, along with basic experience with Windows-based software; additional state and

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

Job description

H&R Block in Richlands, NC is seeking an entry-level team member to support the tax interview process and deliver excellent client service. You will enter client and W-2 information into the tax program, assist with the opening and closing of interviews, assemble returns, obtain signatures, and review the finished product with clients to ensure accuracy.

Strong reading, math, and communication skills are required, along with basic experience with Windows-based software; additional state and