Tax Prep Assistant — Help Clients Navigate Their Taxes

H&R Block; Albia (IA); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block in Albia, IA seeks a detail-oriented associate to assist with the tax interview process and client service. You will enter client and W-2 data into the tax program and help assemble returns for signatures, while ensuring high-quality service to every client.

The role requires basic reading and math skills, effective communication, and familiarity with Windows-based programs. Additional state/local requirements may apply, and other duties as assigned.

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 and math skills

Communication skills

Windows-based programs

State/local requirements

Education

High school diploma or equivalent

Job description

H&R Block in Albia, IA seeks a detail-oriented associate to assist with the tax interview process and client service. You will enter client and W-2 data into the tax program and help assemble returns for signatures, while ensuring high-quality service to every client.

The role requires basic reading and math skills, effective communication, and familiarity with Windows-based programs. Additional state/local requirements may apply, and other duties as assigned.