Tax Prep Assistant — Elevate Client Outcomes

H&R Block, Inc.; Atlanta (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block, Inc. is hiring for an entry-level role supporting tax interview processes. You will enter client and W-2 data, assemble returns, and ensure high-quality customer service during the interview and closing steps.

Strong communication and basic math skills are required, along with familiarity with Windows-based programs. State/local tax requirements may apply. This is a on-site position with franchise-level training.

Qualifications

• High school diploma or equivalent.
• Reading and math skills 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

Customer service

Communication

Reading skills

Math skills

Windows programs

Education

High school diploma

Additional course work in math, accounting, or finance

Tools

Tax software

Job description

H&R Block, Inc. is hiring for an entry-level role supporting tax interview processes. You will enter client and W-2 data, assemble returns, and ensure high-quality customer service during the interview and closing steps.

Strong communication and basic math skills are required, along with familiarity with Windows-based programs. State/local tax requirements may apply. This is a on-site position with franchise-level training.