Tax Prep Assistant: Client-Focused Tax Return Support

H&R Block, Inc.; Paris (ME); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block, Inc. is hiring an entry-level tax assistant at a franchise office. You’ll help start tax interviews by entering client and W-2 information into the tax program, and you’ll help close interviews by assembling returns and obtaining signatures.

You’ll review the finished product with clients, complete bookkeeping tasks, and ensure every client receives superior service. This role requires basic reading, math, and communication skills; prior Windows experience is helpful.

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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is hiring an entry-level tax assistant at a franchise office. You’ll help start tax interviews by entering client and W-2 information into the tax program, and you’ll help close interviews by assembling returns and obtaining signatures.

You’ll review the finished product with clients, complete bookkeeping tasks, and ensure every client receives superior service. This role requires basic reading, math, and communication skills; prior Windows experience is helpful.