Tax Prep Assistant: Client-Focused Returns & Bookkeeping

H&R Block, Inc.; Stoughton (WI); On-site; USD 22,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews by inputting client and W-2 information into the tax program and helping assemble returns for signatures. You will review the finished product with clients and complete bookkeeping procedures to ensure quality service.

The role emphasizes clear communication, strong basic math skills, and the ability to use Windows-based programs. Franchised office requirements may apply, with ongoing client support as a priority.

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

Communication

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews by inputting client and W-2 information into the tax program and helping assemble returns for signatures. You will review the finished product with clients and complete bookkeeping procedures to ensure quality service.

The role emphasizes clear communication, strong basic math skills, and the ability to use Windows-based programs. Franchised office requirements may apply, with ongoing client support as a priority.