Tax Prep Assistant: Build Clients, Master Returns

H&R Block; Chatsworth (GA); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block is seeking an entry-level team member to help start and close tax interviews, input client information and W-2 data into the tax software, and ensure high-quality service to every client. You will assist with assembling returns, obtaining signatures, and reviewing work with clients.

The role focuses on accurate data entry, clear communication with clients, and adherence to franchise procedures while supporting the tax preparation process.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required 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 and math skills

Communication skills

Customer service mindset

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level team member to help start and close tax interviews, input client information and W-2 data into the tax software, and ensure high-quality service to every client. You will assist with assembling returns, obtaining signatures, and reviewing work with clients.

The role focuses on accurate data entry, clear communication with clients, and adherence to franchise procedures while supporting the tax preparation process.