Tax Prep Assistant - Client Services & Data Entry

H&R Block; Algona (IA); On-site; USD 25,000 - 38,000; Full time

Job summary

H&R Block, through its franchisee, Iowa location, seeks a team member to assist during tax interviews by entering client and W-2 data, and to help assemble returns with signatures, ensuring client satisfaction.

Qualifications include a high school diploma or equivalent, basic reading/math skills, and good communication. Familiarity with Windows-based programs and any state/local requirements may apply.

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.
• All other duties as assigned.

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

Data entry and tax program input

Tax return assembly and signatures

Client service excellence

Communication skills (in person and on

Education

High school diploma or equivalent

Reading and math skills

Effective communication

Windows-based programs

State/local requirements may apply

Tools

Windows-based software

Job description

H&R Block, through its franchisee, Iowa location, seeks a team member to assist during tax interviews by entering client and W-2 data, and to help assemble returns with signatures, ensuring client satisfaction.

Qualifications include a high school diploma or equivalent, basic reading/math skills, and good communication. Familiarity with Windows-based programs and any state/local requirements may apply.