Tax Prep Assistant | Client-Focused Tax Support

H&R Block, Inc.; Winterset (IA); On-site; USD 27,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level teammate to assist with the tax interview process in a franchise office in Iowa. You will enter client and W-2 information into the tax program and help prepare returns with accuracy and care.

You'll support clients by delivering superior service, communicating clearly by phone and in person, and performing related bookkeeping tasks as needed. High school diploma or equivalent required; training provided. Winterset area familiarity a plus.

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

Customer service

Communication

Reading skills

Math skills

Windows basics

Interpersonal skills

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level teammate to assist with the tax interview process in a franchise office in Iowa. You will enter client and W-2 information into the tax program and help prepare returns with accuracy and care.

You'll support clients by delivering superior service, communicating clearly by phone and in person, and performing related bookkeeping tasks as needed. High school diploma or equivalent required; training provided. Winterset area familiarity a plus.