Tax Prep Assistant: Client-Focused & Detail-Driven

H&R Block, Inc.; Fort Smith (AR); On-site; USD 24,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Fort Smith, AR is seeking an entry-level Tax Associate to support tax interviews and return preparation. You will enter client and W-2 information, assemble returns, obtain signatures, review with clients, and help with bookkeeping procedures.

Strong reading and math skills, effective communication, and basic Windows software experience are required; additional coursework in math or finance is a plus and the franchise office details are provided.

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

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Tax interview data entry

Client communication

W-2 entry

Windows-based software

Reading & math skills

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block, Inc. in Fort Smith, AR is seeking an entry-level Tax Associate to support tax interviews and return preparation. You will enter client and W-2 information, assemble returns, obtain signatures, review with clients, and help with bookkeeping procedures.

Strong reading and math skills, effective communication, and basic Windows software experience are required; additional coursework in math or finance is a plus and the franchise office details are provided.