Tax Prep Assistant - Client-Focused Interview Support

H&R Block; Sidney (IA); On-site; USD 40,000 - 48,000; Full time

Job summary

H&R Block is seeking staff in the United States to assist with early tax interviews by entering client and W-2 information into the tax program and helping assemble returns. You will obtain required signatures and review the finished product with clients, while completing bookkeeping procedures as needed.

This role emphasizes providing superior service to all clients and supporting franchise operations with various duties as assigned.

Qualifications

• 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

• Enter client and W-2 information into the tax program to start the interview.
• Assemble the tax return and obtain required signatures at interview closing.

Skills

Reading skills

Math skills

Communication

Windows programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking staff in the United States to assist with early tax interviews by entering client and W-2 information into the tax program and helping assemble returns. You will obtain required signatures and review the finished product with clients, while completing bookkeeping procedures as needed.

This role emphasizes providing superior service to all clients and supporting franchise operations with various duties as assigned.