Tax Prep Assistant: Help Clients & Complete Returns

H&R Block; Fredericksburg (TX); On-site; USD 43,000 - 53,000; Full time

Job summary

H&R Block in Fredericksburg, TX is seeking an entry-level team member to assist with tax interviews. You will input client and W-2 information into the tax software, help assemble the return, obtain signatures, and review the completed product with clients while ensuring high-quality service.

Strong reading and math skills, plus the ability to communicate effectively in person and on the phone, are essential.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous 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.
• All other duties as assigned

Education

High school diploma or equivalent

Reading and math skills

Ability to communicate effectively

Additional state and local requirements may apply

Tools

Windows-based computer programs

Job description

H&R Block in Fredericksburg, TX is seeking an entry-level team member to assist with tax interviews. You will input client and W-2 information into the tax software, help assemble the return, obtain signatures, and review the completed product with clients while ensuring high-quality service.

Strong reading and math skills, plus the ability to communicate effectively in person and on the phone, are essential.