Tax Prep Assistant — Client-Focused Data Entry & Returns

H&R Block; Chariton (IA); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Chariton, IA is seeking a Tax Associate to support the interview process and help clients confidently complete their returns. You will enter client and W-2 information into the tax program and prepare the tax return for review with the client.

You will also gather signatures, complete bookkeeping steps, and ensure every client receives superior service. Strong reading and math skills, along with clear communication, are essential for success.

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 skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Chariton, IA is seeking a Tax Associate to support the interview process and help clients confidently complete their returns. You will enter client and W-2 information into the tax program and prepare the tax return for review with the client.

You will also gather signatures, complete bookkeeping steps, and ensure every client receives superior service. Strong reading and math skills, along with clear communication, are essential for success.