Tax Prep Assistant: Guide Clients Through Tax Interviews

H&R Block, Inc.; Ida Grove (IA); On-site; USD 28,000 - 32,000; Full time

Job summary

H&R Block, Ida Grove, IA, is seeking an entry-level tax support teammate to help with the early and closing stages of tax interviews and data entry. You will work with clients to gather W-2 information and prepare the tax return for review.

The role focuses on accurate data entry, signature collection, and delivering superior service in a fast-paced environment. Prior Windows-based software experience is beneficial.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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.

Skills

Reading and math skills

Communication

Windows-based software experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Ida Grove, IA, is seeking an entry-level tax support teammate to help with the early and closing stages of tax interviews and data entry. You will work with clients to gather W-2 information and prepare the tax return for review.

The role focuses on accurate data entry, signature collection, and delivering superior service in a fast-paced environment. Prior Windows-based software experience is beneficial.