Tax Prep Assistant: Help Clients Prepare Returns

H&R Block; Pittsburg (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

H&R Block in the United States invites you to join our team as a front-line tax interview assistant. You will help start interviews by entering client and W-2 information into our tax program and you will help close interviews by assembling returns and obtaining signatures.

This role focuses on delivering superior service to clients and supporting accurate, timely tax filings, with opportunities to grow as you gain experience in a friendly retail environment.

Qualifications

• 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 software

State and local requirements

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in the United States invites you to join our team as a front-line tax interview assistant. You will help start interviews by entering client and W-2 information into our tax program and you will help close interviews by assembling returns and obtaining signatures.

This role focuses on delivering superior service to clients and supporting accurate, timely tax filings, with opportunities to grow as you gain experience in a friendly retail environment.