Tax Prep Assistant: Client Service & Data Entry

H&R Block, Inc.; Big Stone Gap (VA); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block, Inc. is hiring a front-line assistant to help begin tax interviews by entering client and W-2 information into the tax program and to assist with gathering materials for the tax return.

You will review the completed return with the client, obtain required signatures, and complete bookkeeping procedures. All efforts focus on delivering superior service to every client and supporting the daily operations of the franchise office.

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

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. is hiring a front-line assistant to help begin tax interviews by entering client and W-2 information into the tax program and to assist with gathering materials for the tax return.

You will review the completed return with the client, obtain required signatures, and complete bookkeeping procedures. All efforts focus on delivering superior service to every client and supporting the daily operations of the franchise office.