Tax Prep Assistant: Client Service & Data Entry

H&R Block; Cornelia (GA); On-site; USD 38,000 - 44,000; Full time

Job summary

H&R Block in the United States is seeking a role that supports the tax interview process, data entry of client and W-2 information, and later steps to finalize returns. The position emphasizes accuracy, client communication, and bookkeeping tasks within a tax program.

Responsibilities include assembling returns, obtaining signatures, and ensuring high service levels. Preferred candidates hold a high school diploma, with strong reading and math abilities and experience with Windows-based

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs is preferred.
• Additional state and local requirements may apply.

Responsibilities

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

Skills

Communication skills

Reading/Math skills

Phone/in-person communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in the United States is seeking a role that supports the tax interview process, data entry of client and W-2 information, and later steps to finalize returns. The position emphasizes accuracy, client communication, and bookkeeping tasks within a tax program.

Responsibilities include assembling returns, obtaining signatures, and ensuring high service levels. Preferred candidates hold a high school diploma, with strong reading and math abilities and experience with Windows-based