Tax Prep Assistant — Data Entry & Client Service

H&R Block; Newton (IA); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block in Newton, IA is seeking a friendly assistant to help walk clients through the tax interview process and ensure accurate data entry. This role involves entering client and W-2 information into the tax program and supporting the team throughout the interview.

You will also assemble tax returns, obtain signatures, review outcomes with clients, and complete bookkeeping procedures while delivering superior 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.

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

Reading skills

Math skills

Communication skills

Phone communication

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Newton, IA is seeking a friendly assistant to help walk clients through the tax interview process and ensure accurate data entry. This role involves entering client and W-2 information into the tax program and supporting the team throughout the interview.

You will also assemble tax returns, obtain signatures, review outcomes with clients, and complete bookkeeping procedures while delivering superior service.