Tax Prep Assistant: Deliver Accurate Returns & Great Service

H&R Block; Sigourney (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Iowa invites applications for a role supporting tax interviews and client service. You will help begin interviews by entering W-2 data and client information, and you will assist in closing interviews by assembling returns and obtaining signatures.

Strong reading and math skills, plus clear communication, are essential to deliver accurate tax products and superior service to clients across the franchise network.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills needed to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs helpful.
• 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

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Iowa invites applications for a role supporting tax interviews and client service. You will help begin interviews by entering W-2 data and client information, and you will assist in closing interviews by assembling returns and obtaining signatures.

Strong reading and math skills, plus clear communication, are essential to deliver accurate tax products and superior service to clients across the franchise network.