Tax Prep Assistant: Client-Focused Returns & Support

H&R Block; Laramie (WY); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant in Wyoming to help begin the tax interview by accurately entering client and W-2 data. You will also assist the closing process by assembling returns, obtaining signatures, and reviewing the work with clients.

The role emphasizes delivering superior service to all clients and performing additional duties as needed within the franchisee 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

Reading skills

Math skills

Communication

Windows programs

State & local requirements may apply

Education

High school diploma

Job description

H&R Block is seeking an entry-level Tax Interview Assistant in Wyoming to help begin the tax interview by accurately entering client and W-2 data. You will also assist the closing process by assembling returns, obtaining signatures, and reviewing the work with clients.

The role emphasizes delivering superior service to all clients and performing additional duties as needed within the franchisee office.