Tax Prep Assistant — Elevate Client Tax Returns

H&R Block, Inc.; Burlington (WI); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews by entering client and W-2 information, assembling returns, and obtaining signatures. You will review the completed product with clients and help complete bookkeeping steps to ensure accuracy and timely delivery.

This role emphasizes strong communication, basic math, and familiarity with Windows-based programs to support a smooth tax preparation process and exceptional client service.

Qualifications

• High school diploma or equivalent required.
• Reading and basic math skills needed to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based programs preferred.
• 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 & math

Communication skills

Face-to-face interaction

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to support tax interviews by entering client and W-2 information, assembling returns, and obtaining signatures. You will review the completed product with clients and help complete bookkeeping steps to ensure accuracy and timely delivery.

This role emphasizes strong communication, basic math, and familiarity with Windows-based programs to support a smooth tax preparation process and exceptional client service.