Tax Prep Assistant: Entry-Level, Client-Focused Tax Filing

H&R Block; Virginia Beach (VA); On-site; USD 21,000 - 25,000; Part time

Job summary

H&R Block in Virginia Beach is hiring for a role supporting the tax interview process and client service. You will help enter client and W-2 information into the tax program and assist with assembling and reviewing tax returns with clients.

This position emphasizes strong communication, basic reading and math skills, and proficiency with Windows-based programs. Additional state/local requirements may apply; varying duties include completing bookkeeping procedures and other tasks as assigned.

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 and math skills

Communication skills

Windows-based software experience

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Virginia Beach is hiring for a role supporting the tax interview process and client service. You will help enter client and W-2 information into the tax program and assist with assembling and reviewing tax returns with clients.

This position emphasizes strong communication, basic reading and math skills, and proficiency with Windows-based programs. Additional state/local requirements may apply; varying duties include completing bookkeeping procedures and other tasks as assigned.