Tax Prep Assistant — Client-Focused Entry Level

H&R Block, Inc.; Painter (VA); On-site; USD 23,000 - 26,000; Part time

Job summary

H&R Block, Inc. in Painter, VA seeks a team-oriented individual to support tax interviews by entering client and W-2 information into the tax program.

You will assist with closing by assembling tax returns, obtaining signatures, and reviewing the finished product with clients. The role emphasizes delivering superior service to all clients and following bookkeeping procedures, with additional duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Basic reading and math skills needed to start and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs preferred.

Responsibilities

• Enter client and W-2 information into the tax program to begin interviews.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping procedures at interview close.
• Provide superior service to all H&R Block clients.
• Perform other duties as assigned.

Skills

Reading

Math skills

Communication

Windows-based programs

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

Tools

Windows-based software

Job description

H&R Block, Inc. in Painter, VA seeks a team-oriented individual to support tax interviews by entering client and W-2 information into the tax program.

You will assist with closing by assembling tax returns, obtaining signatures, and reviewing the finished product with clients. The role emphasizes delivering superior service to all clients and following bookkeeping procedures, with additional duties as assigned.