Tax Prep Assistant: Client Service & Data Entry

H&R Block, Inc.; Durham (NC); On-site; USD 28,000 - 36,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process in Durham.

You will enter client and W-2 information into the tax program and help assemble the tax return, obtain signatures, and review the completed product with the client. As part of our tax team, you will work to ensure every client receives superior service while following bookkeeping procedures and applicable state/local requirements.

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.

Skills

Reading skills

Math skills

Communication skills

Windows skills

State/local requirements

Education

High school diploma

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process in Durham.

You will enter client and W-2 information into the tax program and help assemble the tax return, obtain signatures, and review the completed product with the client. As part of our tax team, you will work to ensure every client receives superior service while following bookkeeping procedures and applicable state/local requirements.