Tax Prep Assistant: Client-Focused Returns

H&R Block, Inc.; Ludington (MI); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Ludington, MI seeks an assistant to support the tax interview process, entering client and W-2 information and helping assemble the return. You will aid in presenting the final product to clients and ensuring accuracy and compliance.

In this role you will help ensure superior service, complete bookkeeping procedures, and handle additional duties as assigned, including working with Windows-based computer programs and adapting to state/local requirements.

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.

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. in Ludington, MI seeks an assistant to support the tax interview process, entering client and W-2 information and helping assemble the return. You will aid in presenting the final product to clients and ensuring accuracy and compliance.

In this role you will help ensure superior service, complete bookkeeping procedures, and handle additional duties as assigned, including working with Windows-based computer programs and adapting to state/local requirements.