Tax Prep Assistant: Deliver Accurate Returns & Great Service

H&R Block; Lake Orion (MI); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block is seeking an associate to assist during tax interviews, entering client and W-2 information into the tax program and helping assemble the tax return. You’ll ensure accurate data capture and friendly service to every client you assist.

Responsibilities include closing the interview with signatures, reviewing the finished product with the client, and supporting bookkeeping procedures. Prior experience with Windows-based programs is helpful.

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

Reading and math skills

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an associate to assist during tax interviews, entering client and W-2 information into the tax program and helping assemble the tax return. You’ll ensure accurate data capture and friendly service to every client you assist.

Responsibilities include closing the interview with signatures, reviewing the finished product with the client, and supporting bookkeeping procedures. Prior experience with Windows-based programs is helpful.