Tax Prep Assistant: Help Clients, Streamline Returns

H&R Block; Belle Haven (VA); On-site; USD 23,000 - 26,000; Full time

Job summary

H&R Block in the United States is seeking an entry-level associate to support tax interviews and client service. You will enter client and W-2 information into the tax software and assist with assembling returns for review.

Responsibilities include opening the interview, obtaining signatures, reviewing the finished product with clients, and performing bookkeeping tasks as needed. Strong communication and basic computer skills are essential.

Qualifications

• High school diploma or equivalent.
• Reading and basic math skills to begin and finish the tax interview.
• Effective communication in person and on the phone.
• Experience with Windows-based 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

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in the United States is seeking an entry-level associate to support tax interviews and client service. You will enter client and W-2 information into the tax software and assist with assembling returns for review.

Responsibilities include opening the interview, obtaining signatures, reviewing the finished product with clients, and performing bookkeeping tasks as needed. Strong communication and basic computer skills are essential.