Tax Prep Assistant: Client-Focused Tax Interviews

H&R Block; Sharpsburg (GA); On-site; USD 17,000 - 30,000; Full time

Job summary

H&R Block in Sharpsburg, GA is seeking an entry-level tax assistant to support busy tax season workflows. You will help begin the tax interview by entering client information, including W-2 data, into the tax program, and assist with closing tasks to finish the return accurately.

You'll review the finished product with clients, collect signatures, and perform bookkeeping steps as needed. The role emphasizes delivering superior service and adherence to state and local requirements.

Qualifications

• High school diploma or equivalent is required.
• 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

• Enter client and W-2 information at the start of the tax interview.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Reading & Math

Communication

Windows Programs

Education

High school diploma or equivalent

Job description

H&R Block in Sharpsburg, GA is seeking an entry-level tax assistant to support busy tax season workflows. You will help begin the tax interview by entering client information, including W-2 data, into the tax program, and assist with closing tasks to finish the return accurately.

You'll review the finished product with clients, collect signatures, and perform bookkeeping steps as needed. The role emphasizes delivering superior service and adherence to state and local requirements.