Tax Prep Assistant - Client-Focused Returns

H&R Block; Mitchell (SD); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block is seeking an entry-level tax interview assistant to support the start and closing of tax interviews. You will enter client and W-2 information, assemble returns, obtain signatures, review the product with clients, and complete bookkeeping tasks.

The role emphasizes delivering superior service to all clients and performing other duties as assigned. Excellent communication and basic Windows skills are required.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are 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 HR Block clients are receiving superior service.
• All other duties as assigned.

Skills

Communication

Reading

Math

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level tax interview assistant to support the start and closing of tax interviews. You will enter client and W-2 information, assemble returns, obtain signatures, review the product with clients, and complete bookkeeping tasks.

The role emphasizes delivering superior service to all clients and performing other duties as assigned. Excellent communication and basic Windows skills are required.