Tax Prep Assistant – Client-Focused & Detail-Driven

H&R Block, Inc.; Imlay City (MI); On-site; USD 34,000 - 45,000; Full time

Job summary

H&R Block, Inc. is seeking a consistent, customer-focused team member to assist with early tax interview steps, entering client and W-2 information, and supporting the closing process with accuracy and courtesy.

The role emphasizes delivering superior service to all clients and completing bookkeeping procedures under the guidance of the franchise office. Applicants should have a high school diploma or equivalent, solid reading and math skills, and proficiency with Windows-based software.

Qualifications

• Reading and math skills 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 and math skills

Communication skills

Windows-based computer programs

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. is seeking a consistent, customer-focused team member to assist with early tax interview steps, entering client and W-2 information, and supporting the closing process with accuracy and courtesy.

The role emphasizes delivering superior service to all clients and completing bookkeeping procedures under the guidance of the franchise office. Applicants should have a high school diploma or equivalent, solid reading and math skills, and proficiency with Windows-based software.