Tax Prep Assistant: Client-Focused Returns & Support

H&R Block, Inc.; Standish (MI); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Standish, Michigan is seeking an Entry-Level Tax Assistant to support the tax interview process and client onboarding. You will enter client and W-2 information into the tax program and help prepare returns with accuracy and care.

The role emphasizes customer service, clear communication by phone or in person, and following procedures to ensure a smooth, compliant tax filing experience for every client.

Qualifications

• High school diploma or equivalent.
• Ability to read and perform basic math to complete tax interviews.
• Effective in-person and phone communication.
• Experience with Windows-based software.
• State/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

Windows

Customer service

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block, Inc. in Standish, Michigan is seeking an Entry-Level Tax Assistant to support the tax interview process and client onboarding. You will enter client and W-2 information into the tax program and help prepare returns with accuracy and care.

The role emphasizes customer service, clear communication by phone or in person, and following procedures to ensure a smooth, compliant tax filing experience for every client.