Tax Prep Assistant — Build Trust & File Returns

H&R Block; Leon (IA); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block is seeking a role focused on guiding clients through the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review outcomes with clients to ensure accuracy and quality of service.

Ideal candidates have a high school diploma or equivalent and strong reading and math skills, plus clear communication. This role emphasizes accuracy, customer service, and routine tax program use.

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 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

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 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

Communication skills

Reading and math skills

Customer service

Windows basics

Education

High school diploma or equivalent

Job description

H&R Block is seeking a role focused on guiding clients through the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review outcomes with clients to ensure accuracy and quality of service.

Ideal candidates have a high school diploma or equivalent and strong reading and math skills, plus clear communication. This role emphasizes accuracy, customer service, and routine tax program use.