Tax Prep Assistant: Elevate Client Returns & Service

H&R Block, Inc.; Lawton (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level tax assistant to support our tax interview process in Lawton, OK. You will help start interviews by entering client and W-2 information and assist in closing interviews by assembling returns and obtaining signatures.

You will work to ensure every client receives superior service, handle bookkeeping steps, and perform other duties as assigned. A high school diploma and basic math/readings skills are required; prior Windows experience is helpful.

Qualifications

• 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 and math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level tax assistant to support our tax interview process in Lawton, OK. You will help start interviews by entering client and W-2 information and assist in closing interviews by assembling returns and obtaining signatures.

You will work to ensure every client receives superior service, handle bookkeeping steps, and perform other duties as assigned. A high school diploma and basic math/readings skills are required; prior Windows experience is helpful.