Tax Prep Assistant: Client-Focused Returns & Support

H&R Block, Inc.; Brunswick (MD); On-site; USD 33,000 - 40,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews by entering client data and W-2 information into the tax program. You will help assemble tax returns, obtain signatures, review accuracy with clients, and complete bookkeeping procedures.

The role requires clear communication, basic reading and math skills, and familiarity with Windows-based programs. State/local requirements may apply; on-site position in a retail tax office.

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

Communication skills

Reading and math

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. is seeking an entry-level team member to support tax interviews by entering client data and W-2 information into the tax program. You will help assemble tax returns, obtain signatures, review accuracy with clients, and complete bookkeeping procedures.

The role requires clear communication, basic reading and math skills, and familiarity with Windows-based programs. State/local requirements may apply; on-site position in a retail tax office.