Tax Prep Assistant: Drive Client Service & Tax Returns

H&R Block; Hertford (NC); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block is seeking an entry-level professional to help begin tax interviews by entering client and W-2 information, and to assist with closing the interview by assembling the tax return and obtaining signatures.

The role emphasizes delivering superior service, reviewing the finished product with clients, and performing basic bookkeeping procedures, with support for Windows-based programs and communication skills.

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

Windows-based programs

Math literacy

Customer service

Phone communication

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block is seeking an entry-level professional to help begin tax interviews by entering client and W-2 information, and to assist with closing the interview by assembling the tax return and obtaining signatures.

The role emphasizes delivering superior service, reviewing the finished product with clients, and performing basic bookkeeping procedures, with support for Windows-based programs and communication skills.