Tax Prep Assistant: Deliver Accurate Returns & Trusted Service

H&R Block; Big Creek Township (MI); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block is seeking an entry-level tax assistant to help kick off tax interviews by entering client and W-2 information, and to support the closing of interviews by assembling returns and obtaining signatures.

You will ensure clients receive superior service, with emphasis on clear communication, basic Windows-based software proficiency, and diligence in completing bookkeeping procedures. Additional state and local requirements may apply.

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

Reading & Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block is seeking an entry-level tax assistant to help kick off tax interviews by entering client and W-2 information, and to support the closing of interviews by assembling returns and obtaining signatures.

You will ensure clients receive superior service, with emphasis on clear communication, basic Windows-based software proficiency, and diligence in completing bookkeeping procedures. Additional state and local requirements may apply.