Tax Prep Assistant — Client Service & Data Entry

H&R Block; Moyock (NC); On-site; USD 34,000 - 42,000; Full time

Job summary

H&R Block in Moyock, NC is seeking an entry-level tax associate to assist with client interviews, entering W-2 information into the tax program, and gathering required signatures. You will assemble the tax return, review the finished product with the client, and complete bookkeeping procedures while ensuring all clients receive superior service.

Strong math, reading, and communication skills are valued, along with familiarity with Windows-based software.

Qualifications

• 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.

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 skills

Communication skills

Windows familiarity

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Moyock, NC is seeking an entry-level tax associate to assist with client interviews, entering W-2 information into the tax program, and gathering required signatures. You will assemble the tax return, review the finished product with the client, and complete bookkeeping procedures while ensuring all clients receive superior service.

Strong math, reading, and communication skills are valued, along with familiarity with Windows-based software.