Tax Prep Assistant - Client-Focused Tax Support

H&R Block, Inc.; Montross (VA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block, Inc. in Montross, VA seeks a Tax Assistant to help begin tax interviews by entering client and W-2 information into the tax program, and assist with closing interviews by assembling returns and obtaining signatures.

You will ensure all clients receive superior service and support bookkeeping procedures as needed. Ideal candidates will have a high school diploma or equivalent and be comfortable using Windows-based programs, with strong communication skills for in-person and 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

Phone etiquette

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Montross, VA seeks a Tax Assistant to help begin tax interviews by entering client and W-2 information into the tax program, and assist with closing interviews by assembling returns and obtaining signatures.

You will ensure all clients receive superior service and support bookkeeping procedures as needed. Ideal candidates will have a high school diploma or equivalent and be comfortable using Windows-based programs, with strong communication skills for in-person and phone