Tax Prep Assistant: Build Returns & Client Relationships

H&R Block, Inc.; Manchester Township (MI); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block, Inc. seeks an entry-level assistant at our Manchester Township franchise to support the tax interview, entering client and W-2 information into the tax program.

Assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. Requirements include a high school diploma or equivalent, basic reading and math skills, ability to communicate well in person and on the phone, and

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

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Additional coursework in math or finance

Job description

H&R Block, Inc. seeks an entry-level assistant at our Manchester Township franchise to support the tax interview, entering client and W-2 information into the tax program.

Assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. Requirements include a high school diploma or equivalent, basic reading and math skills, ability to communicate well in person and on the phone, and