Tax Prep Assistant — Client-Focused & Data Entry

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

Job summary

H&R Block is seeking an entry-level team member to support tax interviews in Plymouth, NC. You will enter client and W-2 information, help assemble the tax return, obtain signatures, and review the final product with clients.

Strong reading and math skills, plus good communication and basic Windows software experience, are required. Additional state and local requirements may apply and are determined at the franchise level.

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.

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 and math abilities

Communication skills

Windows-based computer programs

Education

High school diploma or equivalent

Job description

H&R Block is seeking an entry-level team member to support tax interviews in Plymouth, NC. You will enter client and W-2 information, help assemble the tax return, obtain signatures, and review the final product with clients.

Strong reading and math skills, plus good communication and basic Windows software experience, are required. Additional state and local requirements may apply and are determined at the franchise level.