Tax Prep Assistant — Client-Focused Tax Returns

H&R Block, Inc.; North Bend (OR); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews and data entry. You will help begin the interview by entering client and W-2 information into the tax program, and assist at the end by assembling returns and obtaining signatures.

The role emphasizes providing superior service to all clients, reviewing results with clients, and performing bookkeeping procedures as needed. State/local requirements may apply.

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

Interpersonal skills

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews and data entry. You will help begin the interview by entering client and W-2 information into the tax program, and assist at the end by assembling returns and obtaining signatures.

The role emphasizes providing superior service to all clients, reviewing results with clients, and performing bookkeeping procedures as needed. State/local requirements may apply.