Tax Prep Assistant - Client-Focused & Detail-Driven

H&R Block, Inc.; Coventry (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Coventry, CT seeks an entry-level tax interview assistant to enter client and W-2 information, assemble and review returns, and ensure superior service. You will assist with closing tasks and bookkeeping as part of the interview process, contributing to accurate, compliant filings.

Ideal candidates have a high school diploma, strong reading and math skills, and solid communication abilities both in person and on the phone. Windows-based software experience is preferred.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to complete the interview.
• Strong communication skills in person and on the phone.
• Experience with Windows-based software.

Responsibilities

• Assist with entering client and W-2 information into the tax program.
• Assist with assembling and reviewing the tax return with the client.
• Maintain superior service for all H&R Block clients.
• Complete bookkeeping procedures as part of interview closure.

Skills

Customer service

Communication skills

Data entry

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Coventry, CT seeks an entry-level tax interview assistant to enter client and W-2 information, assemble and review returns, and ensure superior service. You will assist with closing tasks and bookkeeping as part of the interview process, contributing to accurate, compliant filings.

Ideal candidates have a high school diploma, strong reading and math skills, and solid communication abilities both in person and on the phone. Windows-based software experience is preferred.