Tax Prep Assistant — Deliver Client‑Focused Returns

H&R Block, Inc.; Cartersville (GA); On-site; USD 27,000 - 35,000; Full time

Job summary

H&R Block is seeking an assistant to support tax interviews in a franchise office. The role involves entering client and W-2 information into the tax program and helping assemble and review returns with clients.

Responsibilities include closing interviews, obtaining signatures, and performing bookkeeping procedures while ensuring superior service to all clients. Previous experience with Windows-based programs is beneficial, along with strong communication skills.

Qualifications

• High school diploma or equivalent is required.
• Basic reading and math skills are needed to complete the tax interview.
• Good communication skills in person and on the phone are essential.
• Experience with Windows-based programs helps in processing tax returns.

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 skills

Math skills

Communication skills

Windows-based programs

State/local requirements

Education

High school diploma or equivalent

Job description

H&R Block is seeking an assistant to support tax interviews in a franchise office. The role involves entering client and W-2 information into the tax program and helping assemble and review returns with clients.

Responsibilities include closing interviews, obtaining signatures, and performing bookkeeping procedures while ensuring superior service to all clients. Previous experience with Windows-based programs is beneficial, along with strong communication skills.