Tax Prep Assistant: Help Clients Plan & File Efficiently

H&R Block; Floresville (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Floresville, Texas is seeking an entry-level team member to help with the tax interview process, including entering client and W-2 information into the tax program.

You will assist with the interview closure, assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to every client.

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

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Floresville, Texas is seeking an entry-level team member to help with the tax interview process, including entering client and W-2 information into the tax program.

You will assist with the interview closure, assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to every client.