Tax Prep Assistant: Deliver Accurate Client Tax Returns

H&R Block; Imlay City (MI); On-site; USD 21,000 - 26,000; Full time

Job summary

H&R Block in Michigan is seeking a friendly, detail‑oriented team member to assist with the tax interview process, entering client and W-2 information into the tax program and supporting early interview steps.

You will help assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping duties, while ensuring all clients receive superior service and accurate results.

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.
• 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

Communication skills

Windows proficiency

Reading skills

Math skills

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Tools

Windows-based programs

Job description

H&R Block in Michigan is seeking a friendly, detail‑oriented team member to assist with the tax interview process, entering client and W-2 information into the tax program and supporting early interview steps.

You will help assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping duties, while ensuring all clients receive superior service and accurate results.