Tax Prep Assistant — Client-Focused Returns

H&R Block; Kilmarnock (VA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block is seeking a role that supports the tax interview by entering client and W-2 information and helping assemble the tax return, signatures, and bookkeeping procedures. You will ensure superior service and perform other duties as assigned.

The position emphasizes accurate data entry, customer interaction, and collaboration with the tax team to close out interviews and deliver quality tax returns.

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.

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 skills

Math skills

Communication skills

Phone communication

Education

High school diploma

Tools

Windows

Job description

H&R Block is seeking a role that supports the tax interview by entering client and W-2 information and helping assemble the tax return, signatures, and bookkeeping procedures. You will ensure superior service and perform other duties as assigned.

The position emphasizes accurate data entry, customer interaction, and collaboration with the tax team to close out interviews and deliver quality tax returns.