Tax Prep Assistant - Client-Focused Data Entry

H&R Block; Joshua (TX); On-site; USD 28,000 - 40,000; Full time

Job summary

H&R Block in Texas Joshua is seeking an entry-level Tax Interview Assistant to help start and finish tax interviews, entering client and W-2 information into the tax program and assembling returns for signatures.

You will ensure all clients receive superior service and assist with bookkeeping procedures as part of a team that supports the tax preparation process. Strong communication and basic math skills are needed.

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

Reading skills

Math skills

Communication

Windows familiarity

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Texas Joshua is seeking an entry-level Tax Interview Assistant to help start and finish tax interviews, entering client and W-2 information into the tax program and assembling returns for signatures.

You will ensure all clients receive superior service and assist with bookkeeping procedures as part of a team that supports the tax preparation process. Strong communication and basic math skills are needed.