Tax Prep Assistant: Help Clients with Precise Returns

H&R Block; Washington (District of Columbia); On-site; USD 42,000 - 52,000; Full time

Job summary

H&R Block is looking for a team member to assist in the tax interview by entering client and W-2 information into the tax program.

You will help close the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. This role emphasizes superb client service, clear communication, compliance with state and local requirements, and willingness to perform additional 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 software

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is looking for a team member to assist in the tax interview by entering client and W-2 information into the tax program.

You will help close the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. This role emphasizes superb client service, clear communication, compliance with state and local requirements, and willingness to perform additional duties as assigned.