Tax Prep Assistant — Client-Focused, Detail-Driven

H&R Block; Red Oak (IA); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

H&R Block in Red Oak, IA is seeking an entry-level team member to assist with the tax interview process and help clients complete their returns. You will input client and W-2 information into the tax program, supporting the tax preparation team and ensuring accuracy and client satisfaction.

We value clear communication, attention to detail, and a willingness to learn. No prior tax experience is required, but strong reading and math skills and the ability to work well with clients are essential

Qualifications

• Basic reading and math skills required to complete tax interview tasks.
• Strong communication skills for in-person and phone interactions.
• Ability to use Windows-based computer programs for client data entry.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program to begin interviews.
• Assemble the tax return at interview closure, obtain signatures, and review with the client.
• Complete bookkeeping procedures as part of the closing process.
• Provide superior service to all H&R Block clients and perform other duties as assigned.

Skills

Reading

Math

Communication

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Red Oak, IA is seeking an entry-level team member to assist with the tax interview process and help clients complete their returns. You will input client and W-2 information into the tax program, supporting the tax preparation team and ensuring accuracy and client satisfaction.

We value clear communication, attention to detail, and a willingness to learn. No prior tax experience is required, but strong reading and math skills and the ability to work well with clients are essential