Tax Prep Assistant — Elevate Client Service & Accuracy

H&R Block; New Boston (TX); On-site; USD 30,000 - 45,000; Full time

Job summary

H&R Block in New Boston, TX is seeking an entry-level Tax Interview Assistant to help start and close tax interviews, entering client and W-2 information into the tax program and assembling returns for signatures. You will also review the completed work with clients to ensure accuracy and provide superior service.

The role emphasizes basic math and reading skills, strong communication in person and on the phone, and familiarity with Windows-based programs, with additional state and local

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 skills

Math skills

Communication

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block in New Boston, TX is seeking an entry-level Tax Interview Assistant to help start and close tax interviews, entering client and W-2 information into the tax program and assembling returns for signatures. You will also review the completed work with clients to ensure accuracy and provide superior service.

The role emphasizes basic math and reading skills, strong communication in person and on the phone, and familiarity with Windows-based programs, with additional state and local