Tax Prep Assistant: Client Service & Data Entry

H&R Block; Coventry (CT); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block in Coventry, CT seeks an entry-level support role to help with the tax interview by entering client and W-2 information into the tax program. You will assist in closing the interview by assembling the tax return and obtaining signatures, then reviewing the product with the client and completing bookkeeping procedures.

Ideal candidates have a high school diploma, strong reading and math skills, and the ability to communicate effectively in person and on the phone.

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.

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

Client communication

Data entry

Windows programs

Education

High school diploma

Tools

Tax software

Job description

H&R Block in Coventry, CT seeks an entry-level support role to help with the tax interview by entering client and W-2 information into the tax program. You will assist in closing the interview by assembling the tax return and obtaining signatures, then reviewing the product with the client and completing bookkeeping procedures.

Ideal candidates have a high school diploma, strong reading and math skills, and the ability to communicate effectively in person and on the phone.