Tax Prep Assistant — Client-Focused Returns Support

H&R Block, Inc.; Newnan (GA); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Newnan, GA is seeking an entry-level tax assistant to help with tax interview data entry and client service. The role supports the completion of tax returns and ensures accurate information gathering alongside signatures and bookkeeping steps.

Candidates should have a high school diploma or equivalent, basic reading and math skills, and the ability to communicate well in person and by phone. Training will cover tax software and standard office tasks.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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.
• Additional course work in math, accounting, or finance.

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 skills

Windows familiarity

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

Job description

H&R Block, Inc. in Newnan, GA is seeking an entry-level tax assistant to help with tax interview data entry and client service. The role supports the completion of tax returns and ensures accurate information gathering alongside signatures and bookkeeping steps.

Candidates should have a high school diploma or equivalent, basic reading and math skills, and the ability to communicate well in person and by phone. Training will cover tax software and standard office tasks.