Tax Prep Assistant: Client Service & Data Entry

H&R Block; Town of Wausau (WI); On-site; USD 30,000 - 42,000; Part time

Job summary

H&R Block is seeking a detail‑oriented associate to support tax interviews by entering client and W-2 information into the tax program and helping assemble returns.

You will ensure accuracy, obtain signatures, review the finished product with clients, and perform bookkeeping procedures while delivering superior service in a franchise office. This entry‑level role emphasizes communication, reliability, and accuracy in a fast-paced environment. Knowledge of Windows-based software is a plus.

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

Communication skills

Reading

Math skills

Customer service

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block is seeking a detail‑oriented associate to support tax interviews by entering client and W-2 information into the tax program and helping assemble returns.

You will ensure accuracy, obtain signatures, review the finished product with clients, and perform bookkeeping procedures while delivering superior service in a franchise office. This entry‑level role emphasizes communication, reliability, and accuracy in a fast-paced environment. Knowledge of Windows-based software is a plus.