Tax Prep Assistant: Client-First Returns & Support

H&R Block, Inc.; Pittsboro (NC); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Pittsboro, NC is seeking an entry-level associate to assist with tax interviews, entering client and W-2 information into the tax program. You will help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.

Ideal candidates have a high school diploma, basic reading and math skills, and strong communication abilities. Prior experience with Windows-based programs is helpful, with potential state and local

Qualifications

• Basic reading and math skills required to begin and finish the tax interview.

Responsibilities

• Enter client and W-2 information into the tax program to start the interview.
• Assemble the tax return and obtain required signatures at interview closing.
• Review the finished product with the client and complete bookkeeping procedures.
• Maintain superior service for all H&R Block clients and perform other duties as assigned.

Skills

Communication

Reading skills

Math skills

Verbal communication

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block in Pittsboro, NC is seeking an entry-level associate to assist with tax interviews, entering client and W-2 information into the tax program. You will help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.

Ideal candidates have a high school diploma, basic reading and math skills, and strong communication abilities. Prior experience with Windows-based programs is helpful, with potential state and local