Tax Prep Assistant: Client-Focused Returns & Data Entry

H&R Block, Inc.; Gainesboro (TN); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Gainesboro, TN, is seeking an entry-level tax assistant to support the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review the completed product with clients.

The role focuses on accuracy, customer service, and adherence to tax procedures with opportunities to learn tax software and client communication skills in a supportive franchise environment.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.
• 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 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

Communication skills

Math skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Gainesboro, TN, is seeking an entry-level tax assistant to support the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review the completed product with clients.

The role focuses on accuracy, customer service, and adherence to tax procedures with opportunities to learn tax software and client communication skills in a supportive franchise environment.