Tax Prep Assistant: Client-Focused Tax & Bookkeeping

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

Job summary

H&R Block is hiring a tax associate to assist with the tax interview process. You will enter client and W-2 information into the tax program and help assemble the tax return, obtain signatures, and review the finished product with the client.

The role requires a high school diploma or equivalent, strong reading and math skills, and the ability to communicate effectively in person and on the phone. Prior experience with Windows-based programs is beneficial, and other state/local requirements may

Qualifications

• Reading and math skills required to begin and finish the tax return 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

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return and obtain required signatures at interview close.
• Review the finished product with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.

Skills

Customer service

Communication

Reading

Math

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is hiring a tax associate to assist with the tax interview process. You will enter client and W-2 information into the tax program and help assemble the tax return, obtain signatures, and review the finished product with the client.

The role requires a high school diploma or equivalent, strong reading and math skills, and the ability to communicate effectively in person and on the phone. Prior experience with Windows-based programs is beneficial, and other state/local requirements may