Tax Prep Assistant — Deliver Accurate Client Returns

H&R Block, Inc.; Somerville (TN); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Somerville, TN is seeking a detail-oriented team member to assist with the early tax interview by entering client and W-2 information into the tax program, and to support the closing steps by organizing returns and obtaining signatures.

You will help ensure clients receive superior service and perform related duties as needed, leveraging basic reading and math skills and effective communication.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax return interview.
• Effective communication skills in person and on the phone.
• Experience with Windows-based computer programs.
• Knowledge of 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 H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows proficiency

State/local requirements knowledge

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Somerville, TN is seeking a detail-oriented team member to assist with the early tax interview by entering client and W-2 information into the tax program, and to support the closing steps by organizing returns and obtaining signatures.

You will help ensure clients receive superior service and perform related duties as needed, leveraging basic reading and math skills and effective communication.