Tax Prep Assistant - Help Clients File Smooth Returns

H&R Block; Fairfield (IA); On-site; USD 18,000 - 24,000; Full time

Job summary

H&R Block in Fairfield, IA is seeking a tax interview assistant to enter client and W-2 information into the tax program and help close the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.

You will complete bookkeeping procedures and support the team to ensure every client receives superior service. This role requires a high school diploma and strong basic math and communication skills.

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

Reading skills

Math skills

Communication skills

Customer service orientation

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Fairfield, IA is seeking a tax interview assistant to enter client and W-2 information into the tax program and help close the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.

You will complete bookkeeping procedures and support the team to ensure every client receives superior service. This role requires a high school diploma and strong basic math and communication skills.