Tax Prep Assistant: Deliver Clear, Trusted Returns

H&R Block, Inc.; Montross (VA); On-site; USD 22,000 - 26,000; Full time

Job summary

H&R Block, Inc. is seeking an Assistant to help with the tax interview process, entering client and W-2 information into the tax program, and assembling returns for signature.

This entry-level role requires solid reading and math skills, effective in-person and phone communication, and basic Windows-based software experience. You will ensure all clients receive superior service and complete bookkeeping steps as part of the closing interview.

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

Verbal communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an Assistant to help with the tax interview process, entering client and W-2 information into the tax program, and assembling returns for signature.

This entry-level role requires solid reading and math skills, effective in-person and phone communication, and basic Windows-based software experience. You will ensure all clients receive superior service and complete bookkeeping steps as part of the closing interview.