Tax Prep Assistant: Build & Review Client Returns

H&R Block, Inc.; Marquette (MI); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a team member in the United States to assist with initiating and closing tax interviews, entering client and W-2 information into the tax program, and assembling returns with client signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service; additional duties may be assigned.

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

• 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

Math

Communication

Windows proficiency

Customer service

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking a team member in the United States to assist with initiating and closing tax interviews, entering client and W-2 information into the tax program, and assembling returns with client signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service; additional duties may be assigned.