Tax Prep Assistant – Client-Facing & Data Entry

H&R Block, Inc.; Rusk (TX); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Texas is seeking an entry-level assistant to support the tax interview process by gathering client information and W-2s and to help close interviews by assembling returns and obtaining signatures.

You will aim to provide superior service to all clients and assist with routine bookkeeping tasks during peak periods. The ideal candidate has a high school diploma or equivalent, strong reading and math skills, and can communicate effectively in person and by phone.

Qualifications

• High school diploma or equivalent required.
• 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.
• All other duties as assigned.

Skills

Communication skills

Reading skills

Math skills

Phone communication

Education

High school diploma or equivalent

Tools

Windows programs

Job description

H&R Block, Inc. in Texas is seeking an entry-level assistant to support the tax interview process by gathering client information and W-2s and to help close interviews by assembling returns and obtaining signatures.

You will aim to provide superior service to all clients and assist with routine bookkeeping tasks during peak periods. The ideal candidate has a high school diploma or equivalent, strong reading and math skills, and can communicate effectively in person and by phone.