Tax Prep Assistant — Client-Focused Tax Interview Support

H&R Block, Inc.; Hayward (WI); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process by entering client and W-2 information into the tax program, assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will help ensure superior service and complete bookkeeping procedures in a fast-paced environment. This role prioritizes accurate data entry, clear communication, and adherence to state and local requirements, with a focus on delivering a positive

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

• Enter client and W-2 information into the tax program.
• Assemble 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

Customer service

Communication skills

Math skills

Data entry

Phone communication

Education

High school diploma or equivalent

Course work in math or accounting

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process by entering client and W-2 information into the tax program, assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will help ensure superior service and complete bookkeeping procedures in a fast-paced environment. This role prioritizes accurate data entry, clear communication, and adherence to state and local requirements, with a focus on delivering a positive