Tax Prep Assistant: Data Entry & Client Returns

H&R Block; Pryor Creek (OK); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block in Pryor Creek, Oklahoma is seeking an entry-level Tax Assistant to support the tax interview process and provide excellent client service.

You will enter client and W-2 information, assist with assembling returns, obtain signatures, review the final product with clients, and perform bookkeeping tasks as part of a busy franchise office.

Join a supportive team focused on helping people navigate their taxes accurately and efficiently.

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.
• 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 and math skills

Communication skills

Windows-based software proficiency

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Pryor Creek, Oklahoma is seeking an entry-level Tax Assistant to support the tax interview process and provide excellent client service.

You will enter client and W-2 information, assist with assembling returns, obtain signatures, review the final product with clients, and perform bookkeeping tasks as part of a busy franchise office.

Join a supportive team focused on helping people navigate their taxes accurately and efficiently.