Tax Prep Assistant: Client-Focused & Detail-Oriented

H&R Block; Calhoun (GA); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Calhoun, GA is seeking a detail-oriented tax assistant to help begin and close the tax interview, entering client and W-2 information into the tax program.

You will assemble the tax return, obtain signatures, review the finished product with the client, and support bookkeeping procedures while delivering superior service.

Previous experience with Windows-based software and basic math skills will help you succeed in this role.

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 and math skills

Communication skills

Client relations

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Calhoun, GA is seeking a detail-oriented tax assistant to help begin and close the tax interview, entering client and W-2 information into the tax program.

You will assemble the tax return, obtain signatures, review the finished product with the client, and support bookkeeping procedures while delivering superior service.

Previous experience with Windows-based software and basic math skills will help you succeed in this role.