Tax Prep Assistant: Deliver Seamless Client Tax Returns

H&R Block, Inc.; Oakland (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level tax professional to support the tax interview process at the franchise office. You’ll assist with gathering client information, entering W-2 data into the tax software, and ensuring accuracy throughout the interview.

You’ll help assemble returns, obtain signatures, review results with clients, and perform bookkeeping steps, while delivering superior service and complying with state and local requirements.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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 basics

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level tax professional to support the tax interview process at the franchise office. You’ll assist with gathering client information, entering W-2 data into the tax software, and ensuring accuracy throughout the interview.

You’ll help assemble returns, obtain signatures, review results with clients, and perform bookkeeping steps, while delivering superior service and complying with state and local requirements.