Tax Prep Assistant: Client-Focused Returns

H&R Block, Inc.; Germantown (OH); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to assist with the tax interview process by entering client and W-2 information into the tax program and helping close interviews by assembling tax returns and obtaining signatures.

The role emphasizes delivering superior service to all clients and performing bookkeeping procedures as part of tax preparation. Other duties may be assigned as needed.

Qualifications

• High school diploma or equivalent required.
• 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 and math skills

Effective communication

In-person and phone communication

Windows-based computer programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a team member to assist with the tax interview process by entering client and W-2 information into the tax program and helping close interviews by assembling tax returns and obtaining signatures.

The role emphasizes delivering superior service to all clients and performing bookkeeping procedures as part of tax preparation. Other duties may be assigned as needed.