Tax Prep Assistant: Client-Focused & Detail-Driven

H&R Block; Belgrade (MT); On-site; USD 26,000 - 36,000; Part time

Job summary

H&R Block in Belgrade, Montana is seeking an entry-level Tax Assistant to help initiate and close the tax interview process. You will enter client and W-2 information into the tax program and assist with assembling returns, obtaining signatures, and reviewing the finished product with clients.

Strong reading, math, and communication skills are required, with experience in Windows-based programs. This is a part-time position with the franchisee providing guidance and support throughout tax season.

Qualifications

• Ability to read and perform basic math tasks during the tax interview.
• Strong communication skills for in-person and phone interactions.
• Experience using Windows-based software or tax preparation 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, and reviewing the product with the client.

Skills

Reading skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Belgrade, Montana is seeking an entry-level Tax Assistant to help initiate and close the tax interview process. You will enter client and W-2 information into the tax program and assist with assembling returns, obtaining signatures, and reviewing the finished product with clients.

Strong reading, math, and communication skills are required, with experience in Windows-based programs. This is a part-time position with the franchisee providing guidance and support throughout tax season.