Tax Prep Assistant: Client Returns & Data Entry

H&R Block; Middlefield Township (OH); On-site; USD 26,000 - 32,000; Full time

Job summary

H&R Block in the United States is seeking a team member to support tax interview processes, entering client and W-2 information into the tax program and assisting with return preparation. You will assemble the tax return, obtain signatures, and review the finished product with the client while completing bookkeeping steps.

This role emphasizes delivering superior service to clients and performing additional duties as assigned.

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.
• Additional course work in math, accounting, or finance.

Responsibilities

• Enter client and W-2 information into the tax program during the interview.
• Assemble the tax return, obtain required signatures, review with the client.
• Complete bookkeeping procedures as part of the interview process.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Communication skills

Reading

Math skills

Interpersonal communication

Windows-based PC experience

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in the United States is seeking a team member to support tax interview processes, entering client and W-2 information into the tax program and assisting with return preparation. You will assemble the tax return, obtain signatures, and review the finished product with the client while completing bookkeeping steps.

This role emphasizes delivering superior service to clients and performing additional duties as assigned.