Tax Prep Assistant: Client-Focused Data Entry

H&R Block; Henderson (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block in the United States seeks a team member to support tax interviews and client service. You will help begin interviews with data entry, assist at closing with forms, signatures, and review, and ensure clients receive superior service.

Qualification includes basic reading and math skills, strong communication, and familiarity with Windows programs. This role emphasizes accuracy, customer focus, and teamwork within the franchise network.

Qualifications

• Basic reading and math skills to perform tax interview tasks.
• Ability to communicate clearly in person and on the phone.
• Experience with Windows-based programs is a plus.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client.
• Provide superior service to all H&R Block clients and handle additional duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block in the United States seeks a team member to support tax interviews and client service. You will help begin interviews with data entry, assist at closing with forms, signatures, and review, and ensure clients receive superior service.

Qualification includes basic reading and math skills, strong communication, and familiarity with Windows programs. This role emphasizes accuracy, customer focus, and teamwork within the franchise network.