Tax Prep Assistant: Elevate Client Service & Bookkeeping

H&R Block; Mount Vernon (TX); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Mount Vernon, TX is seeking a front-line tax interview assistant to help enter client and W-2 data, assemble returns, obtain signatures, and review documents with clients. You will support bookkeeping steps and ensure excellent service to every client.

Strong communication, basic math, and familiarity with Windows programs are required; state/local rules may apply as needed. This role emphasizes accuracy and customer care in a busy tax season environment.

Qualifications

• High school diploma or equivalent.
• Reading and basic math skills to complete the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program at interview start.
• Assemble the tax return, obtain signatures, and review with the client.
• Complete bookkeeping procedures as part of closing the interview.
• Ensure all H&R Block clients receive superior service.
• Perform all other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

State/local requirements awareness

Education

High school diploma or equivalent

Job description

H&R Block in Mount Vernon, TX is seeking a front-line tax interview assistant to help enter client and W-2 data, assemble returns, obtain signatures, and review documents with clients. You will support bookkeeping steps and ensure excellent service to every client.

Strong communication, basic math, and familiarity with Windows programs are required; state/local rules may apply as needed. This role emphasizes accuracy and customer care in a busy tax season environment.