Tax Prep Assistant: Client-Focused Returns & Data Entry

H&R Block; Owosso (MI); On-site; USD 26,000 - 34,000; Full time

Job summary

H&R Block is seeking an assistant to support the tax interview process in Owosso, Michigan. You will enter client and W-2 information into the tax program and help assemble the tax return with accuracy and care.

Responsibilities include reviewing the finished product with the client, obtaining required signatures, and completing bookkeeping procedures while delivering superior service to all clients.

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.

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an assistant to support the tax interview process in Owosso, Michigan. You will enter client and W-2 information into the tax program and help assemble the tax return with accuracy and care.

Responsibilities include reviewing the finished product with the client, obtaining required signatures, and completing bookkeeping procedures while delivering superior service to all clients.