Tax Prep Assistant - Client-Focused Returns & Bookkeeping

H&R Block, Inc.; Cuthbert (GA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented assistant to support the tax interview process in Georgia. You will enter client and W-2 information into the tax program and help prepare the return.

You will assemble the tax return, obtain signatures, review the finished product with the client, and perform bookkeeping procedures to ensure accuracy and compliance. All other duties as assigned to support client service.

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.

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

Communication skills

Reading

Math skills

Windows programs

Education

High school diploma

Tools

Windows

Job description

H&R Block, Inc. is seeking a detail-oriented assistant to support the tax interview process in Georgia. You will enter client and W-2 information into the tax program and help prepare the return.

You will assemble the tax return, obtain signatures, review the finished product with the client, and perform bookkeeping procedures to ensure accuracy and compliance. All other duties as assigned to support client service.