Tax Prep Assistant — Client-Focused Returns Support

H&R Block; Gloucester (VA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block in Gloucester, VA is seeking an entry-level tax assistant to support clients during the tax interview process. You will enter client and W-2 information, assemble and review tax returns, obtain signatures, and complete bookkeeping procedures to ensure superior service.

The role requires a high school diploma or equivalent and basic reading and math skills, with the ability to communicate effectively in person and on the phone.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are needed to begin and finish the 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 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 skills

Math skills

Effective communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block in Gloucester, VA is seeking an entry-level tax assistant to support clients during the tax interview process. You will enter client and W-2 information, assemble and review tax returns, obtain signatures, and complete bookkeeping procedures to ensure superior service.

The role requires a high school diploma or equivalent and basic reading and math skills, with the ability to communicate effectively in person and on the phone.