Tax Prep Assistant — Client Service & Data Entry

H&R Block, Inc.; Roanoke (AL); On-site; USD 26,000 - 32,000; Full time

Job summary

H&R Block, Inc. in Roanoke, AL seeks a detail-oriented associate to support tax interviews by entering client and W-2 data. You will help close interviews by assembling returns, obtaining signatures, and reviewing the completed product with clients while handling bookkeeping tasks.

The role emphasizes delivering superior client service and requires a high school diploma or equivalent, basic reading and math skills, and clear communication. Windows-based software experience is a plus.

Qualifications

• 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.
• Additional state and local requirements may apply.

Responsibilities

• Assist with starting tax interviews by entering client and W-2 information into the tax program.
• Assist with closing by assembling returns and obtaining signatures.
• Review finished product with client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• Perform other duties as assigned.

Skills

Communication skills

Reading and math skills

Customer service aptitude

In-person and phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Roanoke, AL seeks a detail-oriented associate to support tax interviews by entering client and W-2 data. You will help close interviews by assembling returns, obtaining signatures, and reviewing the completed product with clients while handling bookkeeping tasks.

The role emphasizes delivering superior client service and requires a high school diploma or equivalent, basic reading and math skills, and clear communication. Windows-based software experience is a plus.