Tax Prep Assistant - Client-Focused Returns & Bookkeeping

H&R Block, Inc.; Harlan (IA); On-site; USD 27,000 - 38,000; Full time

Job summary

H&R Block is seeking a frontline assistant to help begin and close tax interviews at a franchise office in Harlan, IA. You will enter client and W-2 information, assemble the tax return, obtain signatures, and review the finished product with the client.

This role emphasizes accurate data entry, customer service, and adherence to procedures. Strong reading and math skills, clear communication, and basic Windows experience are important.

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 and math skills

Communication skills

Windows-based software experience

Attention to detail

State/local requirements may apply

Education

High school diploma or equivalent

Job description

H&R Block is seeking a frontline assistant to help begin and close tax interviews at a franchise office in Harlan, IA. You will enter client and W-2 information, assemble the tax return, obtain signatures, and review the finished product with the client.

This role emphasizes accurate data entry, customer service, and adherence to procedures. Strong reading and math skills, clear communication, and basic Windows experience are important.