Tax Prep Assistant: Deliver Clear, Confident Returns

H&R Block, Inc.; Elgin (OK); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Oklahoma is seeking an entry-level Tax Associate to support client interviews, enter data, and help assemble tax returns. You will collaborate with seasoned staff to ensure accurate filings and a positive client experience.

Strong attention to detail, basic math skills, and clear communication are essential, with Windows experience preferred. This role emphasizes compliance with state and local requirements and delivering superior service to clients.

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

Communication

Windows

Education

High school diploma

Tools

Windows

Job description

H&R Block in Oklahoma is seeking an entry-level Tax Associate to support client interviews, enter data, and help assemble tax returns. You will collaborate with seasoned staff to ensure accurate filings and a positive client experience.

Strong attention to detail, basic math skills, and clear communication are essential, with Windows experience preferred. This role emphasizes compliance with state and local requirements and delivering superior service to clients.