Tax Prep Assistant — Client‑Focused Tax Returns

H&R Block, Inc.; Fredericksburg (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented associate to assist with tax interviews and returns at the point of client contact. You will enter client and W-2 information, assemble the return, obtain signatures, and review the result with the client in a supportive, service-focused environment.

You will help ensure all clients receive superior service and perform routine clerical tasks as needed. This role emphasizes accuracy, customer service, and adherence to franchisee procedures.

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.
• Experience with Windows-based computer programs.

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

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. is seeking a detail-oriented associate to assist with tax interviews and returns at the point of client contact. You will enter client and W-2 information, assemble the return, obtain signatures, and review the result with the client in a supportive, service-focused environment.

You will help ensure all clients receive superior service and perform routine clerical tasks as needed. This role emphasizes accuracy, customer service, and adherence to franchisee procedures.