Tax Prep Assistant: Guide Clients Through Returns

H&R Block; Ottumwa (IA); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Associate in Ottumwa, IA to assist with early tax interview data entry and the final assembly of tax returns. You will review documents with clients, obtain signatures, and help with bookkeeping tasks.

The role emphasizes accurate data entry, strong client service, and the ability to handle multiple duties in a fast-paced environment. Previous Windows-based software experience is beneficial.

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

Communication skills

Windows-based software

Reading skills

Math skills

Education

High school diploma or equivalent

Math/Finance coursework

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level Tax Associate in Ottumwa, IA to assist with early tax interview data entry and the final assembly of tax returns. You will review documents with clients, obtain signatures, and help with bookkeeping tasks.

The role emphasizes accurate data entry, strong client service, and the ability to handle multiple duties in a fast-paced environment. Previous Windows-based software experience is beneficial.