Tax Prep Assistant: Help Clients Finish Accurate Returns

H&R Block; Byron Township (MI); On-site; USD 25,000 - 40,000; Full time

Job summary

H&R Block is seeking an entry-level team member to support tax interviews and return preparation in a busy office environment.

You will enter client and W-2 information, assemble tax returns, obtain signatures, and review the finished product with clients while providing superior service. Previous Windows-based software experience is helpful, and additional 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

Communication

Reading

Math

Customer service

Interpersonal skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level team member to support tax interviews and return preparation in a busy office environment.

You will enter client and W-2 information, assemble tax returns, obtain signatures, and review the finished product with clients while providing superior service. Previous Windows-based software experience is helpful, and additional state/local requirements may apply.