Tax Prep Assistant — Client-Focused Returns

H&R Block, Inc.; Piedmont (SC); On-site; USD 25,000 - 35,000; Full time

Job summary

H&R Block is seeking an entry-level team member to support the tax interview process. You will help gather client information, enter W-2 data, and prepare parts of the return under supervision.

You will also assist in closing interviews, verify signatures, and ensure high quality service for every client. The role emphasizes clear communication, attention to detail, and the ability to work in a fast-paced retail tax environment.

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

Client interaction

Data entry

Communication

Windows skills

Reading & math

Education

High school diploma

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level team member to support the tax interview process. You will help gather client information, enter W-2 data, and prepare parts of the return under supervision.

You will also assist in closing interviews, verify signatures, and ensure high quality service for every client. The role emphasizes clear communication, attention to detail, and the ability to work in a fast-paced retail tax environment.