Tax Prep Assistant: Elevate Client Experience

H&R Block; Shenandoah (IA); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Iowa seeks a team member to support tax interviews by entering client and W-2 information, then help close interviews by assembling returns, obtaining signatures, and reviewing results with clients.

Ideal candidates will have a high school diploma, be comfortable with reading and math tasks, and communicate well in person and by phone. Prior experience with Windows programs is a plus, and local/state requirements may apply.

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

Communication

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block in Iowa seeks a team member to support tax interviews by entering client and W-2 information, then help close interviews by assembling returns, obtaining signatures, and reviewing results with clients.

Ideal candidates will have a high school diploma, be comfortable with reading and math tasks, and communicate well in person and by phone. Prior experience with Windows programs is a plus, and local/state requirements may apply.