Tax Prep Assistant - Client-Focused & Detail-Driven

H&R Block; Tappahannock (VA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block in Virginia is seeking a Tax Interview Assistant to help kick off the tax interview by entering client and W-2 data into the system, and to support closing procedures with accuracy and care.

You will review the finished product with clients, gather signatures, and ensure superior service to every client. This role involves data entry, basic bookkeeping steps, and teamwork in a fast-paced environment.

Qualifications

• 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

• 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

Effective communication

Customer service mindset

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Virginia is seeking a Tax Interview Assistant to help kick off the tax interview by entering client and W-2 data into the system, and to support closing procedures with accuracy and care.

You will review the finished product with clients, gather signatures, and ensure superior service to every client. This role involves data entry, basic bookkeeping steps, and teamwork in a fast-paced environment.