Tax Prep Assistant | Entry-Level, Client-Focused

H&R Block, Inc.; Saint Albans Town (VT); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block, Inc. is hiring an Assistant Tax Interview Support role to help begin tax interviews by entering client and W-2 information into the tax program and to assist with the closing of interviews by assembling the tax return.

You will obtain required signatures, review the completed return with the client, and perform bookkeeping procedures while ensuring all clients receive superior service. Requirements include a high school diploma or equivalent, basic reading and math skills, and the

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

• 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 and math skills

Effective communication

Windows-based computer programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is hiring an Assistant Tax Interview Support role to help begin tax interviews by entering client and W-2 information into the tax program and to assist with the closing of interviews by assembling the tax return.

You will obtain required signatures, review the completed return with the client, and perform bookkeeping procedures while ensuring all clients receive superior service. Requirements include a high school diploma or equivalent, basic reading and math skills, and the