Tax Prep Assistant — Elevate Client Service & Bookkeeping

H&R Block, Inc.; Waukon (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Iowa is seeking a detail-oriented associate to assist with the tax interview process, entering client and W-2 information, and helping assemble returns for signing. The role emphasizes accurate data entry and strong client communication.

The position requires reading and math skills, along with experience using Windows-based software. You will help ensure high-quality service for clients during the tax preparation process.

Qualifications

• High school diploma or equivalent is required.
• 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.

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

Communication skills

Reading and math skills

Windows-based programs

Client service oriented

Education

High school diploma

Tools

Windows-based programs

Job description

H&R Block, Inc. in Iowa is seeking a detail-oriented associate to assist with the tax interview process, entering client and W-2 information, and helping assemble returns for signing. The role emphasizes accurate data entry and strong client communication.

The position requires reading and math skills, along with experience using Windows-based software. You will help ensure high-quality service for clients during the tax preparation process.