Tax Prep Assistant — Help Clients Thrive & File Smoothly

H&R Block; Beattyville (KY); On-site; USD 15,000 - 21,000; Full time

Job summary

H&R Block in Kentucky seeks a detail-oriented Tax Assistant to support the tax interview from data entry to final review. You will input client and W-2 information into the tax software and help assemble returns for client sign-off, ensuring accuracy and compliance throughout the process.

You will also assist with closing procedures, verify signatures, and perform bookkeeping steps while delivering superior service to every client. Other duties may be assigned as needed.

Qualifications

• High school diploma or equivalent.
• Reading and math skills 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.

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 skills

Math skills

Communication skills

Windows familiarity

Education

High school diploma or equivalent

Job description

H&R Block in Kentucky seeks a detail-oriented Tax Assistant to support the tax interview from data entry to final review. You will input client and W-2 information into the tax software and help assemble returns for client sign-off, ensuring accuracy and compliance throughout the process.

You will also assist with closing procedures, verify signatures, and perform bookkeeping steps while delivering superior service to every client. Other duties may be assigned as needed.