Tax Prep Assistant - Client-Facing Data Entry & Returns

H&R Block; Lowell (AR); On-site; USD 24,000 - 36,000; Full time

Job summary

H&R Block in the United States is seeking an entry-level teammate to assist with the beginning of the tax interview by entering client and W-2 information into the tax program, and to assist with the closing by assembling the tax return and obtaining signatures. You will help ensure all clients receive superior service.

This role requires a high school diploma or equivalent, the ability to communicate effectively in person and on the phone, and familiarity with Windows-based programs.

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

Communication skills

Reading and math skills

Customer service

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in the United States is seeking an entry-level teammate to assist with the beginning of the tax interview by entering client and W-2 information into the tax program, and to assist with the closing by assembling the tax return and obtaining signatures. You will help ensure all clients receive superior service.

This role requires a high school diploma or equivalent, the ability to communicate effectively in person and on the phone, and familiarity with Windows-based programs.