Tax Prep Assistant: Client-Focused Tax Interview Support

H&R Block, Inc.; Ishpeming Township (MI); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to support the tax interview process, entering client and W-2 information into the tax program and helping assemble the tax return with signatures.

You will review the completed work with clients and perform bookkeeping procedures to ensure accuracy. Responsibilities include assisting with the start and end of tax interviews, maintaining superior service for all clients, and carrying out other duties as assigned by the franchisee.

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.
• 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.

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a team member to support the tax interview process, entering client and W-2 information into the tax program and helping assemble the tax return with signatures.

You will review the completed work with clients and perform bookkeeping procedures to ensure accuracy. Responsibilities include assisting with the start and end of tax interviews, maintaining superior service for all clients, and carrying out other duties as assigned by the franchisee.