Tax Prep Assistant: Client-Focused Returns

H&R Block; Pampa (TX); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block in the United States is seeking an entry-level teammate to begin the tax interview by entering client and W-2 information into the tax program. You will help close the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures, while ensuring all clients receive superior service.

Strong reading and math abilities, clear communication in person and on the phone, and familiarity with Windows-based

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

Reading skills

Math skills

Communication skills

Customer service

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in the United States is seeking an entry-level teammate to begin the tax interview by entering client and W-2 information into the tax program. You will help close the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures, while ensuring all clients receive superior service.

Strong reading and math abilities, clear communication in person and on the phone, and familiarity with Windows-based