Tax Prep Assistant: Elevate Client Interview & Returns

H&R Block, Inc.; Pryor Creek (OK); On-site; USD 26,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level support role in Pryor Creek, OK to assist with tax interviews and client service. You will input client and W-2 data, assemble returns, obtain signatures, review results with clients, and handle bookkeeping tasks as needed.

The role emphasizes effective communication, basic math and reading skills, and familiarity with Windows-based programs, with potential state/local requirements applying.

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 skills

Math skills

Communication skills

Windows familiarity

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level support role in Pryor Creek, OK to assist with tax interviews and client service. You will input client and W-2 data, assemble returns, obtain signatures, review results with clients, and handle bookkeeping tasks as needed.

The role emphasizes effective communication, basic math and reading skills, and familiarity with Windows-based programs, with potential state/local requirements applying.