Tax Prep Assistant: Elevate Client Service & Returns

H&R Block, Inc.; Houlton (ME); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Houlton, ME is seeking an assistant to help with the tax interview by entering client and W-2 information into the tax program and supporting the preparation of tax returns.

This role focuses on accurate data entry, delivering excellent service to clients in person and on the phone, and completing bookkeeping steps as part of the interview process. Additional state and local requirements may apply.

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.

Responsibilities

• Enter client and W-2 information into the tax program to begin the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• Perform other duties as assigned.

Skills

Reading and math

Effective communication

Customer service mindset

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Houlton, ME is seeking an assistant to help with the tax interview by entering client and W-2 information into the tax program and supporting the preparation of tax returns.

This role focuses on accurate data entry, delivering excellent service to clients in person and on the phone, and completing bookkeeping steps as part of the interview process. Additional state and local requirements may apply.