Tax Prep Assistant: Client Service & Filing

H&R Block; Jacksonville (NC); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block is seeking team members to assist with early tax interviews and closing the interview by assembling tax returns, obtaining signatures, and reviewing results with clients.

Role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based software. Franchise office asks candidates to meet state/local requirements and provide excellent service.

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 HR Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading

Math

Communication

Education

High school diploma

Tools

Windows-based programs

Job description

H&R Block is seeking team members to assist with early tax interviews and closing the interview by assembling tax returns, obtaining signatures, and reviewing results with clients.

Role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based software. Franchise office asks candidates to meet state/local requirements and provide excellent service.