Tax Prep Assistant: Help Clients with Returns & Bookkeeping

H&R Block; Marquette (MI); On-site; USD 25,000 - 35,000; Full time

Job summary

H&R Block is seeking a Tax Associate to assist with the beginning of the tax interview by entering client and W-2 information into the tax program, and to help close the interview by assembling the tax return and obtaining signatures. You will ensure all clients receive superior service and complete bookkeeping procedures as needed, with duties assigned as required.

The role requires a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in

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.

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

Communication

Reading & Math

Customer service

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based programs

Tax software

Job description

H&R Block is seeking a Tax Associate to assist with the beginning of the tax interview by entering client and W-2 information into the tax program, and to help close the interview by assembling the tax return and obtaining signatures. You will ensure all clients receive superior service and complete bookkeeping procedures as needed, with duties assigned as required.

The role requires a high school diploma or equivalent, basic reading and math skills, and the ability to communicate effectively in