Tax Prep Assistant: Client Service & Returns

H&R Block; Onley (VA); On-site; USD 23,000 - 26,000; Full time

Job summary

H&R Block in Onley, VA is seeking an assistant to begin tax interviews by entering client and W-2 information into our tax program, and to help close interviews by assembling returns and obtaining signatures. The role emphasizes delivering superior client service and clear communication by phone or in person.

Requirements include a high school diploma, basic math/reading skills, and familiarity with Windows. Additional coursework in math or accounting is a plus.

Qualifications

• Entering client and W-2 information into the tax program.
• Assembling tax returns and obtaining required signatures.
• Reviewing the finished product with the client and completing bookkeeping procedures.

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.

Skills

Tax data entry

Tax return assembly

Customer service

Communication skills

Reading & math skills

Education

High school diploma

Math/Accounting/Finance coursework

Tools

Windows

Job description

H&R Block in Onley, VA is seeking an assistant to begin tax interviews by entering client and W-2 information into our tax program, and to help close interviews by assembling returns and obtaining signatures. The role emphasizes delivering superior client service and clear communication by phone or in person.

Requirements include a high school diploma, basic math/reading skills, and familiarity with Windows. Additional coursework in math or accounting is a plus.