Tax Prep Assistant: Grow with Client Impact

H&R Block; Yale (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

H&R Block in the United States is seeking a tax associate to help begin and close tax interviews by entering client and W-2 information into the tax program while delivering high-quality service to clients. You will assemble returns, obtain signatures, review outcomes with clients, and perform bookkeeping tasks.

Strong basic math, reading skills, and clear communication are essential, with Windows-based software experience preferred.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to complete tax interviews.
• Effective in-person and phone communication.
• Experience with Windows-based programs.
• Additional math, accounting, or finance coursework.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, review the product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Windows basics

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in the United States is seeking a tax associate to help begin and close tax interviews by entering client and W-2 information into the tax program while delivering high-quality service to clients. You will assemble returns, obtain signatures, review outcomes with clients, and perform bookkeeping tasks.

Strong basic math, reading skills, and clear communication are essential, with Windows-based software experience preferred.