Tax Prep Assistant - Grow Client Skills & Bookkeeping

H&R Block; Atlanta (TX); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Associate to support busy tax season operations. You will enter client and W-2 information into tax software, assist with the interview, assemble returns, and secure signatures.

You will review the finished product with clients, complete bookkeeping procedures, and deliver superior service. The role requires a high school diploma, basic reading and math skills, and clear communication, with familiarity with Windows-based programs preferred.

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.
• 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

Communication

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level Tax Associate to support busy tax season operations. You will enter client and W-2 information into tax software, assist with the interview, assemble returns, and secure signatures.

You will review the finished product with clients, complete bookkeeping procedures, and deliver superior service. The role requires a high school diploma, basic reading and math skills, and clear communication, with familiarity with Windows-based programs preferred.