Tax Prep Assistant - Client-Focused Tax Interviews

H&R Block, Inc.; Denver (NC); On-site; USD 31,000 - 43,000; Full time

Job summary

H&R Block, Inc. is seeking an Assistant Tax Interview Associate in the United States. You will help begin the tax interview by entering client and W-2 information into the tax program and assist with the closing of the interview.

You will ensure all H&R Block clients receive superior service, verify signatures, review the completed tax return with the client, and perform related bookkeeping procedures as assigned. Strong basic reading and math skills are required.

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

Effective communication

Client service mindset

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. is seeking an Assistant Tax Interview Associate in the United States. You will help begin the tax interview by entering client and W-2 information into the tax program and assist with the closing of the interview.

You will ensure all H&R Block clients receive superior service, verify signatures, review the completed tax return with the client, and perform related bookkeeping procedures as assigned. Strong basic reading and math skills are required.