Tax Prep Assistant: Client-Focused Tax Data Entry

H&R Block, Inc.; Wyoming (OH); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block is seeking an entry-level team member to help start and finish tax interviews, entering client and W-2 information and assembling returns. You will review the finished product with clients and support bookkeeping processes, ensuring superior service for every client.

Strong math and reading skills, clear communication, and familiarity with Windows-based programs are required. Some state/local requirements may apply, and duties include miscellaneous tasks as needed.

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 and math skills

Communication skills

Windows-based programs

State/local requirements

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level team member to help start and finish tax interviews, entering client and W-2 information and assembling returns. You will review the finished product with clients and support bookkeeping processes, ensuring superior service for every client.

Strong math and reading skills, clear communication, and familiarity with Windows-based programs are required. Some state/local requirements may apply, and duties include miscellaneous tasks as needed.