Tax Prep Assistant: Client-Focused Tax Interviews

H&R Block, Inc.; West Irvine (KY); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Kentucky is seeking an entry-level teammate to assist with tax interviews, entering client and W-2 information into the tax program, and preparing the initial portions of tax returns.

You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients, while following bookkeeping procedures and delivering superior service.

Qualifications

• High school diploma or equivalent required.
• 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 skills

Math skills

Effective communication

Windows software

State/local requirements

Education

High school diploma

Job description

H&R Block, Inc. in Kentucky is seeking an entry-level teammate to assist with tax interviews, entering client and W-2 information into the tax program, and preparing the initial portions of tax returns.

You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients, while following bookkeeping procedures and delivering superior service.