Tax Prep Assistant: Client-Focused Bookkeeping

H&R Block, Inc.; Rome (GA); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block in Rome, GA is seeking a tax professional to assist with tax interviews, prepare returns and ensure client service quality. You will gather client information, enter W-2 data, assemble returns and review results with clients. No prior tax experience necessary; basic math and communication skills required.

The role emphasizes accuracy, client care and adherence to procedures, with opportunities to grow within a leading tax services firm in a fast-paced retail environment.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• State and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program to begin interviews.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping procedures.
• Ensure all clients receive superior service.
• Perform other duties as assigned.

Skills

Communication skills

Reading

Math skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Rome, GA is seeking a tax professional to assist with tax interviews, prepare returns and ensure client service quality. You will gather client information, enter W-2 data, assemble returns and review results with clients. No prior tax experience necessary; basic math and communication skills required.

The role emphasizes accuracy, client care and adherence to procedures, with opportunities to grow within a leading tax services firm in a fast-paced retail environment.