Tax Prep Assistant — Deliver Client‑Focused Tax Returns

H&R Block, Inc.; Belfast (ME); On-site; USD 22,000 - 25,000; Part time

Job summary

H&R Block, Inc. is looking for a Tax Interview Assistant to support the initial client interview by collecting W-2 information and entering data into the tax program. You will also contribute to closing interviews by assembling returns and obtaining signatures, ensuring accuracy and client satisfaction.

The role emphasizes strong communication, basic math, and familiarity with Windows-based software, with additional state/local requirements possibly applying.

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

Effective communication

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is looking for a Tax Interview Assistant to support the initial client interview by collecting W-2 information and entering data into the tax program. You will also contribute to closing interviews by assembling returns and obtaining signatures, ensuring accuracy and client satisfaction.

The role emphasizes strong communication, basic math, and familiarity with Windows-based software, with additional state/local requirements possibly applying.