Tax Prep Assistant - Client-Focused & Detail-Oriented

H&R Block, Inc.; The Valley (MA); On-site; USD 21,000 - 25,000; Full time

Job summary

H&R Block, Inc. in The Valley, MA is seeking an entry-level teammate to support the tax interview process, entering client and W-2 information into the tax program, and helping assemble the return.

You’ll review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure all clients receive superior service. Prior experience with Windows-based programs is helpful; additional state/local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based 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 skills

Communication

Windows programs

Attention to detail

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. in The Valley, MA is seeking an entry-level teammate to support the tax interview process, entering client and W-2 information into the tax program, and helping assemble the return.

You’ll review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure all clients receive superior service. Prior experience with Windows-based programs is helpful; additional state/local requirements may apply.