Tax Prep Assistant: Client-Focused Returns

H&R Block, Inc.; East Liverpool (OH); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in East Liverpool, OH to support tax preparation steps and client interactions. This role focuses on accurate data entry and ensuring each client receives superior service throughout the interview process.

The position involves assembling returns, obtaining signatures, and assisting with closing procedures while following franchisee guidelines and local regulations.

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

Communication skills

Reading skills

Math skills

Customer service

Phone communication

Education

High school diploma

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in East Liverpool, OH to support tax preparation steps and client interactions. This role focuses on accurate data entry and ensuring each client receives superior service throughout the interview process.

The position involves assembling returns, obtaining signatures, and assisting with closing procedures while following franchisee guidelines and local regulations.