Tax Prep Assistant: Deliver Precise, Client-Focused Returns

H&R Block, Inc.

Houma (LA)

On-site

USD 26,000 - 38,000

Full time

2 days ago
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Job summary

H&R Block, Inc. seeks a dependable team member to support tax interviews by accurately entering client and W-2 information into the tax software. You will help assemble tax returns, secure signatures, and review results with clients to ensure accuracy.

You will also contribute to closing interviews, maintain bookkeeping steps, and uphold superior service for all clients in a fast-paced, client‑focused environment. Strong communication and basic Windows skills are helpful.

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 skills
Math skills
Communication skills
Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. seeks a dependable team member to support tax interviews by accurately entering client and W-2 information into the tax software. You will help assemble tax returns, secure signatures, and review results with clients to ensure accuracy.

You will also contribute to closing interviews, maintain bookkeeping steps, and uphold superior service for all clients in a fast-paced, client‑focused environment. Strong communication and basic Windows skills are helpful.

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