Tax Prep Assistant — Client-Focused Tax Support

H&R Block, Inc.; Danville (VA); On-site; USD 21,000 - 23,000; Full time

Job summary

H&R Block, Inc. in the United States is seeking team members to assist with tax interviews by entering client and W-2 information into the tax program and helping assemble the tax return with required signatures.

You will review the finished product with clients and complete bookkeeping procedures to ensure quality service. You must have a high school diploma or equivalent, strong reading and math skills, and be able to communicate effectively in person and on the phone.

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-based programs

Education

High school diploma or equivalent

Course work in math, accounting, or finance

Tools

Windows OS

Job description

H&R Block, Inc. in the United States is seeking team members to assist with tax interviews by entering client and W-2 information into the tax program and helping assemble the tax return with required signatures.

You will review the finished product with clients and complete bookkeeping procedures to ensure quality service. You must have a high school diploma or equivalent, strong reading and math skills, and be able to communicate effectively in person and on the phone.