Tax Prep Assistant: Client Returns & Bookkeeping

H&R Block; Chardon (OH); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block is seeking a Tax Interview Assistant to support client onboarding and tax preparation processes in Ohio. You will enter client and W-2 information into the tax program and help assemble the tax return, obtain signatures, and review the completed product with the client.

You’ll also ensure superior service and support bookkeeping procedures as needed. The role emphasizes strong reading and math skills, clear communication in person and on the phone, and familiarity with Windows-based

Qualifications

• 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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a Tax Interview Assistant to support client onboarding and tax preparation processes in Ohio. You will enter client and W-2 information into the tax program and help assemble the tax return, obtain signatures, and review the completed product with the client.

You’ll also ensure superior service and support bookkeeping procedures as needed. The role emphasizes strong reading and math skills, clear communication in person and on the phone, and familiarity with Windows-based