Tax Prep Assistant: Grow Your Finance Skills

H&R Block, Inc.; Pekin (OH); On-site; USD 26,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to support tax interviews by accurately entering client and W-2 data, assist in closing interviews with sign-offs, and ensure each client receives superior service.

The role involves working with Windows-based software, handling documentation, and performing bookkeeping tasks as part of a cooperative team. Candidates should have a high school diploma or equivalent and strong reading, math, and communication skills to guide clients through the tax

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.
• 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 skills

Math skills

Communication skills

State/local requirements

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a team member to support tax interviews by accurately entering client and W-2 data, assist in closing interviews with sign-offs, and ensure each client receives superior service.

The role involves working with Windows-based software, handling documentation, and performing bookkeeping tasks as part of a cooperative team. Candidates should have a high school diploma or equivalent and strong reading, math, and communication skills to guide clients through the tax