Tax Prep Assistant: Client-Focused Returns & Support

H&R Block, Inc.; Hart (MI); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block in Hart, MI is seeking an entry-level tax assistant to help begin and close tax interviews, entering client and W-2 information into the tax program and assembling returns for review with clients.

The role emphasizes accurate data entry, signature collection, and basic bookkeeping procedures, ensuring every client receives superior service. State/local requirements may apply.

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

Reading

Math

Communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Hart, MI is seeking an entry-level tax assistant to help begin and close tax interviews, entering client and W-2 information into the tax program and assembling returns for review with clients.

The role emphasizes accurate data entry, signature collection, and basic bookkeeping procedures, ensuring every client receives superior service. State/local requirements may apply.