Tax Prep Assistant: Client-Focused Returns & Support

H&R Block, Inc.; Campbellsport (WI); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block, Inc. in the United States is seeking an entry-level Tax Interview Assistant to help gather client information and prepare returns. You will enter W-2 data, assist with closing the interview, and ensure high-quality service for every client.

The role emphasizes accurate data entry, clear communication with clients, and adherence to program procedures during the tax interview process.

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, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Phone communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. in the United States is seeking an entry-level Tax Interview Assistant to help gather client information and prepare returns. You will enter W-2 data, assist with closing the interview, and ensure high-quality service for every client.

The role emphasizes accurate data entry, clear communication with clients, and adherence to program procedures during the tax interview process.