Tax Prep Assistant: Deliver Accurate Returns & Great Service

H&R Block; Town of Berlin (WI); On-site; USD 32,000 - 40,000; Full time

Job summary

H&R Block is seeking an entry-level team member to assist with both the beginning and closing phases of tax interviews. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished product with clients.

The role requires a high school diploma, basic math and reading skills, and the ability to communicate well in person and over the phone. Prior experience with Windows programs is helpful.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to begin and complete the tax interview.
• Ability to communicate effectively in person and on the phone.
• 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

Communication

Math skills

Customer service

Windows familiarity

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level team member to assist with both the beginning and closing phases of tax interviews. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished product with clients.

The role requires a high school diploma, basic math and reading skills, and the ability to communicate well in person and over the phone. Prior experience with Windows programs is helpful.