Tax Prep Assistant: Build Client Wins & Accurate Returns

H&R Block, Inc.; Lithonia (GA); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block, Inc. in Lithonia, GA is seeking a tax assistant to support the interview process by entering client and W-2 details into the tax software and helping close the interview by assembling the return with signatures and completing bookkeeping steps.

This role focuses on delivering superior service to all clients, reviewing the final product with clients, and handling any additional duties as assigned while complying with state and local requirements.

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

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading skills

Math skills

Communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Lithonia, GA is seeking a tax assistant to support the interview process by entering client and W-2 details into the tax software and helping close the interview by assembling the return with signatures and completing bookkeeping steps.

This role focuses on delivering superior service to all clients, reviewing the final product with clients, and handling any additional duties as assigned while complying with state and local requirements.