Tax Prep Assistant — Client-Focused Returns & Data Entry

H&R Block, Inc.; Lucedale (MS); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Lucedale, MS is seeking a detail-oriented team member to assist with tax interviews, entering client and W-2 data into the tax software, and helping prepare tax returns.

You will support a client-focused service culture, communicate effectively in person and over the phone, and comply with state and local requirements. A high school diploma and basic Windows skills are expected.

Qualifications

• 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 programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Lucedale, MS is seeking a detail-oriented team member to assist with tax interviews, entering client and W-2 data into the tax software, and helping prepare tax returns.

You will support a client-focused service culture, communicate effectively in person and over the phone, and comply with state and local requirements. A high school diploma and basic Windows skills are expected.