Tax Prep Assistant — Client-Focused Tax Interview Support

H&R Block; East Ellijay (GA); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block in East Ellijay, GA is seeking a dedicated team member to support the tax interview process and client service. You will enter client and W-2 information, assist with assembling the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.

Strong attention to detail, clear communication both in person and on the phone, and reliability are essential as you help clients make informed decisions about their taxes and finances

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.
• 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 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 knowledge

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block in East Ellijay, GA is seeking a dedicated team member to support the tax interview process and client service. You will enter client and W-2 information, assist with assembling the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.

Strong attention to detail, clear communication both in person and on the phone, and reliability are essential as you help clients make informed decisions about their taxes and finances