Tax Prep Assistant: Client-Focused, Detail-Driven Support

H&R Block; Aylett (VA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block in Virginia is seeking a Tax Associate to help guide clients through the tax interview. You will enter client and W-2 information into the tax program at the start of the interview, and assist with closing steps by assembling returns and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service. The role may require additional state and local requirements and other duties as assigned.

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

• 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 skills

Math skills

Communication

Windows programs

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block in Virginia is seeking a Tax Associate to help guide clients through the tax interview. You will enter client and W-2 information into the tax program at the start of the interview, and assist with closing steps by assembling returns and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service. The role may require additional state and local requirements and other duties as assigned.