Tax Prep Assistant: Client-Focused Returns & Bookkeeping

H&R Block, Inc.; Millersburg (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Millersburg, OH is seeking a team member to assist during tax interviews and help clients navigate their tax returns. You will enter client and W-2 information and help assemble returns, obtain signatures, and review the completed product with the client, while delivering courteous service.

Strong reading and math skills and the ability to communicate effectively in person and by phone are essential; prior experience with Windows-based programs is a plus.

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 tax interview by entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return, obtaining 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

Phone communication

Reading and math skills

Windows experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Millersburg, OH is seeking a team member to assist during tax interviews and help clients navigate their tax returns. You will enter client and W-2 information and help assemble returns, obtain signatures, and review the completed product with the client, while delivering courteous service.

Strong reading and math skills and the ability to communicate effectively in person and by phone are essential; prior experience with Windows-based programs is a plus.