Tax Prep Assistant: Elevate Client Service & Returns

H&R Block, Inc.; Iowa Falls (IA); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to support the tax interview process in Iowa Falls, IA. You will enter client and W-2 information into the tax software and assist with assembling the tax return along with collecting signatures and conducting final client reviews.

The role emphasizes providing superior service to all clients and performing any other duties as assigned. This position aligns with our franchise office's objective of accuracy and client satisfaction.

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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a team member to support the tax interview process in Iowa Falls, IA. You will enter client and W-2 information into the tax software and assist with assembling the tax return along with collecting signatures and conducting final client reviews.

The role emphasizes providing superior service to all clients and performing any other duties as assigned. This position aligns with our franchise office's objective of accuracy and client satisfaction.