Tax Prep Assistant: Help Clients & Complete Returns

H&R Block, Inc.; Wapakoneta (OH); On-site; USD 24,000 - 30,000; Full time

Job summary

H&R Block, Inc. seeks a frontline assistant to help begin tax interviews by entering client and W-2 information into the tax program. You will also assist with closing interviews, assembling returns, obtaining signatures, and reviewing the finished product with clients.

The role emphasizes delivering superior service to all clients, handling basic bookkeeping procedures, and performing additional duties as assigned to support tax professionals.

Qualifications

• Reads and follows tax interview steps.
• Uses basic math to prepare tax returns.
• Communicates clearly with clients in person and by phone.
• Follows directions and completes bookkeeping steps as assigned.

Responsibilities

• Assist at the start of the tax interview by entering client and W-2 data.
• Assist at interview close by assembling tax returns and obtaining signatures.
• Ensure all clients receive superior service.
• Perform additional duties as assigned.

Skills

Client communication

Reading & Math

Verbal communication

Windows-based programs

Attention to detail

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. seeks a frontline assistant to help begin tax interviews by entering client and W-2 information into the tax program. You will also assist with closing interviews, assembling returns, obtaining signatures, and reviewing the finished product with clients.

The role emphasizes delivering superior service to all clients, handling basic bookkeeping procedures, and performing additional duties as assigned to support tax professionals.