Tax Prep Assistant — Client-Focused Tax Support

H&R Block; Los Alamos (NM); On-site; USD 33,000 - 42,000; Full time

Job summary

H&R Block is seeking a detail-oriented team member to assist at the start of the tax interview by entering client and W-2 information into our tax software. You will help assemble returns, obtain signatures, and review the finished product with clients, while completing bookkeeping procedures at closing.

Superior client service is expected in all interactions, with proficiency in Windows-based programs. The role emphasizes accurate data handling, clear communication, and teamwork to ensure a

Qualifications

• Must be able to enter client and W-2 information into tax software accurately.
• Provide excellent customer service to H&R Block clients.
• Communicate effectively in person and on the phone.
• Familiarity with Windows-based programs is preferred.

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble tax returns, obtain signatures, and review the product with the client.
• Complete bookkeeping procedures as part of the closing process.
• Deliver superior service to all H&R Block clients.

Skills

Data entry

Customer service

Communication

Windows proficiency

Education

High school diploma or equivalent

Math/Accounting/Finance coursework

Tools

Windows OS

Job description

H&R Block is seeking a detail-oriented team member to assist at the start of the tax interview by entering client and W-2 information into our tax software. You will help assemble returns, obtain signatures, and review the finished product with clients, while completing bookkeeping procedures at closing.

Superior client service is expected in all interactions, with proficiency in Windows-based programs. The role emphasizes accurate data handling, clear communication, and teamwork to ensure a