Tax Prep Assistant: Client-Focused & Detail-Oriented

H&R Block; Denver (NC); On-site; USD 35,000 - 42,000; Full time

Job summary

H&R Block is seeking staff to assist at the start of the tax interview by entering client and W-2 information into the tax program. You will help close interviews by assembling tax returns, obtaining signatures, reviewing the finished product with clients, and completing bookkeeping tasks.

You will ensure all clients receive superior service and handle other duties as assigned to support the tax preparation process.

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

Math

Communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking staff to assist at the start of the tax interview by entering client and W-2 information into the tax program. You will help close interviews by assembling tax returns, obtaining signatures, reviewing the finished product with clients, and completing bookkeeping tasks.

You will ensure all clients receive superior service and handle other duties as assigned to support the tax preparation process.