Tax Prep Assistant: Build Relationships, Learn Tax Filing

H&R Block, Inc.; Harrah (OK); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block, Inc. in Oklahoma is seeking an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, assemble returns, obtain signatures, and review the final product with clients as part of a franchise office team.

The role emphasizes accuracy, effective communication, and delivering superior service to all clients during the tax interview and filing process.

Qualifications

• 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

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return, obtain signatures, and review the finished product with the client.
• Provide superior service to all H&R Block clients.

Skills

Tax interviewing

Customer service

Data entry

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Oklahoma is seeking an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, assemble returns, obtain signatures, and review the final product with clients as part of a franchise office team.

The role emphasizes accuracy, effective communication, and delivering superior service to all clients during the tax interview and filing process.