Tax Prep Assistant: Client-Focused Returns

H&R Block; West Ossipee (NH); On-site; USD 32,000 - 42,000; Part time

Job summary

H&R Block in New Hampshire seeks a team member to assist with tax interviews—entering client and W-2 data at the start and assembling returns with signatures at the end. You’ll review the finished product with the client and help with bookkeeping tasks. The role focuses on delivering superior service to every client.

Ideal candidates have entry-level reading and math skills, strong communication, and comfort with Windows-based programs; additional state/local requirements may apply.

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

Windows programs

State local requirements

Education

High school diploma or equivalent

Job description

H&R Block in New Hampshire seeks a team member to assist with tax interviews—entering client and W-2 data at the start and assembling returns with signatures at the end. You’ll review the finished product with the client and help with bookkeeping tasks. The role focuses on delivering superior service to every client.

Ideal candidates have entry-level reading and math skills, strong communication, and comfort with Windows-based programs; additional state/local requirements may apply.