Tax Prep Assistant: Client-Focused & Detail-Driven

H&R Block; Perryton (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant to support busy tax professionals during peak season. You’ll help start the interview by collecting client information and W-2 data, and you’ll assist at closing by assembling returns and obtaining signatures.

This role emphasizes accuracy, client service, and clear communication both in person and over the phone, with a focus on completing tasks using Windows-based software.

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.

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

Communication skills

Reading & math

Customer service

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level Tax Interview Assistant to support busy tax professionals during peak season. You’ll help start the interview by collecting client information and W-2 data, and you’ll assist at closing by assembling returns and obtaining signatures.

This role emphasizes accuracy, client service, and clear communication both in person and over the phone, with a focus on completing tasks using Windows-based software.