Tax Prep Assistant: Client Interviews & Returns

H&R Block, Inc.; Hermitage (MO); On-site; USD 26,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Hermitage, MO invites you to join as a tax assistant to help start and finish tax interviews. You will enter client and W-2 data, assemble returns, and review outcomes with clients while ensuring accurate bookkeeping procedures. You’ll strive to provide superior service to every client.

The role requires basic reading, math, and communication skills, plus familiarity with Windows-based programs; additional 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

• Enter client and W-2 information into the tax program during the interview.
• Assemble the tax return and obtain required signatures at closing.
• Review the finished product with the client and complete bookkeeping procedures.
• Assist in delivering superior service to all H&R Block clients.

Skills

Customer service

Communication

Data entry

Windows-based software

Reading skills

Math skills

Education

High school diploma or equivalent

Tools

Tax program

Job description

H&R Block, Inc. in Hermitage, MO invites you to join as a tax assistant to help start and finish tax interviews. You will enter client and W-2 data, assemble returns, and review outcomes with clients while ensuring accurate bookkeeping procedures. You’ll strive to provide superior service to every client.

The role requires basic reading, math, and communication skills, plus familiarity with Windows-based programs; additional state/local requirements may apply.