Tax Prep Assistant: Client Service Focus

H&R Block, Inc.; Tappahannock (VA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in Virginia to help start and finish tax interviews. You will enter client and W-2 information, assemble returns, obtain signatures, and review the final product with clients.

The role emphasizes accurate data entry, client communication, and adherence to procedures, with opportunities to learn bookkeeping processes and contribute to high-quality tax preparation.

Qualifications

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.

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

People skills

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in Virginia to help start and finish tax interviews. You will enter client and W-2 information, assemble returns, obtain signatures, and review the final product with clients.

The role emphasizes accurate data entry, client communication, and adherence to procedures, with opportunities to learn bookkeeping processes and contribute to high-quality tax preparation.