Tax Prep Assistant: Elevate Client Service

H&R Block, Inc.; Cartersville (GA); On-site; USD 26,000 - 36,000; Full time

Job summary

H&R Block in Cartersville, GA is seeking an associate to support tax interviews and help clients complete returns. You will enter client and W-2 information, aiding the tax preparation process and ensuring accuracy from the start to finish.

You will assemble the tax return, obtain signatures, review the finished product with the client, and perform bookkeeping procedures. Strong communication and basic math skills are essential for success.

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

Windows-based programs

Education

High School diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Cartersville, GA is seeking an associate to support tax interviews and help clients complete returns. You will enter client and W-2 information, aiding the tax preparation process and ensuring accuracy from the start to finish.

You will assemble the tax return, obtain signatures, review the finished product with the client, and perform bookkeeping procedures. Strong communication and basic math skills are essential for success.