Tax Prep Assistant: Client-Focused Returns & Bookkeeping

H&R Block, Inc.; Lawton (OK); On-site; USD 30,000 - 38,000; Full time

Job summary

H&R Block in Lawton, OK is seeking a friendly tax assistant to start the tax interview by entering client and W-2 information into the tax software. You’ll help close interviews by assembling returns, obtaining signatures, reviewing the product with the client, and completing bookkeeping procedures.

Requirements include a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in person and on the phone.

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

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Lawton, OK is seeking a friendly tax assistant to start the tax interview by entering client and W-2 information into the tax software. You’ll help close interviews by assembling returns, obtaining signatures, reviewing the product with the client, and completing bookkeeping procedures.

Requirements include a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in person and on the phone.