Tax Prep Assistant: Guide Clients Through Returns

H&R Block, Inc.; Rome (GA); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block is seeking an entry-level team member to assist with the tax interview process, entering client and W-2 information into the tax program and supporting preparers.

You will help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while ensuring all clients receive superior service and a positive experience.

Qualifications

• Reading and math skills required to begin and finish the tax 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

Math

Communication

Windows

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level team member to assist with the tax interview process, entering client and W-2 information into the tax program and supporting preparers.

You will help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while ensuring all clients receive superior service and a positive experience.