Tax Prep Assistant: Client Service & Data Entry

H&R Block; Claremore (OK); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block in Claremore, OK seeks a Tax Interview Assistant to support clients through the early tax interview by accurately entering client and W-2 information into our tax software. You will help assemble the tax return during closing, obtain signatures, review the finished product with clients, and complete bookkeeping procedures to ensure a smooth, compliant filing experience.

Ideal candidates have a high school diploma or equivalent, basic reading and math skills, and clear communication

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs.

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

Math

Communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Claremore, OK seeks a Tax Interview Assistant to support clients through the early tax interview by accurately entering client and W-2 information into our tax software. You will help assemble the tax return during closing, obtain signatures, review the finished product with clients, and complete bookkeeping procedures to ensure a smooth, compliant filing experience.

Ideal candidates have a high school diploma or equivalent, basic reading and math skills, and clear communication