Tax Prep Assistant: Client-Focused Data Entry

H&R Block; Versailles (KY); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block in Versailles, KY is seeking a part-time Tax Interview Assistant to support tax interviews by entering client and W-2 information into the tax program. You will help close interviews, assemble returns, obtain signatures, review the finished product with clients, and complete bookkeeping procedures.

The role requires reading and math skills, strong communication, and experience with Windows-based programs. Additional state/local requirements may apply.

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-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Versailles, KY is seeking a part-time Tax Interview Assistant to support tax interviews by entering client and W-2 information into the tax program. You will help close interviews, assemble returns, obtain signatures, review the finished product with clients, and complete bookkeeping procedures.

The role requires reading and math skills, strong communication, and experience with Windows-based programs. Additional state/local requirements may apply.