Tax Prep Assistant — Client-Focused Data Entry & Returns

H&R Block; West Union (SC); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block seeks an entry-level team member to support tax interview processes at our West Union, SC location. You will enter client and W-2 information into the tax program and help assemble the tax returns for client reviews.

You will assist with closing the interview, obtain signatures, review the final product with clients, and complete related bookkeeping tasks. Superior client service is essential to success in this role.

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 & Math

Effective communication

Customer service

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block seeks an entry-level team member to support tax interview processes at our West Union, SC location. You will enter client and W-2 information into the tax program and help assemble the tax returns for client reviews.

You will assist with closing the interview, obtain signatures, review the final product with clients, and complete related bookkeeping tasks. Superior client service is essential to success in this role.