Tax Prep Assistant: Build Returns & Guide Clients

H&R Block, Inc.; Westminster (SC); On-site; USD 29,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member at its Westminster, SC location to assist with tax interview processes and client service. You will enter client and W-2 data, help assemble returns, obtain signatures, and review completed filings with clients.

The role emphasizes accuracy, customer service, and adherence to franchise procedures, with opportunities to grow in tax preparation support.

Qualifications

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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 signatures, reviewing the 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

Math

Communication

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level team member at its Westminster, SC location to assist with tax interview processes and client service. You will enter client and W-2 data, help assemble returns, obtain signatures, and review completed filings with clients.

The role emphasizes accuracy, customer service, and adherence to franchise procedures, with opportunities to grow in tax preparation support.