Tax Prep Assistant: Client-Focused Tax Returns

H&R Block; Lincolnton (NC); On-site; USD 24,000 - 36,000; Full time

Job summary

H&R Block in Lincolnton, NC is seeking a detail‑oriented Associate to support tax interviews. You’ll help with the beginning of the interview by entering client and W-2 information into the tax software and assist with closing by assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will ensure all clients receive superior service, follow bookkeeping procedures, and complete miscellaneous duties as assigned.

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

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block in Lincolnton, NC is seeking a detail‑oriented Associate to support tax interviews. You’ll help with the beginning of the interview by entering client and W-2 information into the tax software and assist with closing by assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will ensure all clients receive superior service, follow bookkeeping procedures, and complete miscellaneous duties as assigned.