Tax Prep Assistant: Help Clients & Assemble Returns

H&R Block, Inc.; Yankton (SD); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to support the tax interview process and the preparation of returns.

You will begin the interview by entering client and W-2 information into the tax program and assist in closing by assembling returns and obtaining signatures. Additionally, you will review the finished product with clients, ensure superior service for all clients, and handle other duties as assigned.

Qualifications

• High school diploma or equivalent.
• 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

Basic math

Reading skills

Communication

Windows-based programs

Education

High school diploma

Tools

Windows

Job description

H&R Block, Inc. is seeking a team member to support the tax interview process and the preparation of returns.

You will begin the interview by entering client and W-2 information into the tax program and assist in closing by assembling returns and obtaining signatures. Additionally, you will review the finished product with clients, ensure superior service for all clients, and handle other duties as assigned.