Tax Prep Assistant — Help Clients Build Confident Returns

H&R Block, Inc.; Bangor (ME); On-site; USD 18,000 - 26,000; Full time

Job summary

H&R Block, Inc. in Bangor, ME is seeking a Tax Interview Assistant to help start and finish tax interviews, enter client and W-2 information, assemble returns, obtain signatures and review the product with clients.

The role requires a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and on the phone. Windows-based software experience and state/local requirements may apply.

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

High school diploma or equivalent

Reading and math skills

Communication skills

Windows experience

State/local requirements

Tools

Windows-based software

Job description

H&R Block, Inc. in Bangor, ME is seeking a Tax Interview Assistant to help start and finish tax interviews, enter client and W-2 information, assemble returns, obtain signatures and review the product with clients.

The role requires a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and on the phone. Windows-based software experience and state/local requirements may apply.