Tax Prep Assistant - Client Returns Support

H&R Block, Inc.; Eufaula (OK); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member in Oklahoma to support the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished products with clients while completing bookkeeping steps.

Effective communication, basic reading and math skills, and familiarity with Windows-based programs are required to ensure superior service to all clients. Additional duties may be assigned as needed.

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.
• Experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, gather signatures, review the product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• Perform other duties as assigned.

Skills

Reading & math

Verbal communication

Customer service

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. is seeking an entry-level team member in Oklahoma to support the tax interview process. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished products with clients while completing bookkeeping steps.

Effective communication, basic reading and math skills, and familiarity with Windows-based programs are required to ensure superior service to all clients. Additional duties may be assigned as needed.