Tax Prep Assistant: Client-Facing Data Entry & Support

H&R Block; Starke (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Florida is hiring a Tax Professional Assistant to support the tax interview process and client service. You will enter client information and W-2 data into the tax program, helping to assemble returns with accuracy.

You will close interviews by collecting signatures, reviewing the finished product with clients, and performing bookkeeping procedures as needed. This role emphasizes clear communication and dependable, detail-oriented work.

Qualifications

• High school diploma or equivalent required.
• Basic reading and math skills for tax interview process.
• Effective verbal and written communication.

Responsibilities

• Enter client and W-2 information into tax software at interview start.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Ensure clients receive superior service; perform related duties as assigned.

Skills

Client data entry

Customer service

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Florida is hiring a Tax Professional Assistant to support the tax interview process and client service. You will enter client information and W-2 data into the tax program, helping to assemble returns with accuracy.

You will close interviews by collecting signatures, reviewing the finished product with clients, and performing bookkeeping procedures as needed. This role emphasizes clear communication and dependable, detail-oriented work.