Tax Prep Assistant — Client-Focused Tax Returns

H&R Block, Inc.; Glenwood (IA); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block, Inc. in Glenwood, IA seeks a friendly tax assistant to help start and finish tax interviews, entering client and W-2 information into the tax program. You will assemble the tax return, obtain signatures, and review the finished product with the client, while completing bookkeeping procedures.

The role focuses on delivering superior service to all clients and performing any other duties as assigned, with state and local requirements as applicable.

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

Math

Communication skills

Windows

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. in Glenwood, IA seeks a friendly tax assistant to help start and finish tax interviews, entering client and W-2 information into the tax program. You will assemble the tax return, obtain signatures, and review the finished product with the client, while completing bookkeeping procedures.

The role focuses on delivering superior service to all clients and performing any other duties as assigned, with state and local requirements as applicable.