Tax Prep Assistant — Help Clients with Tax Interviews

H&R Block

Tyrone (GA)

On-site

USD 28,000 - 36,000

Full time

5 days ago
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Job summary

H&R Block is hiring an entry-level tax assistant to support tax interviews and client service. You will enter client and W-2 information into the tax program and assist with assembling returns, signatures, and review with clients.

Strong reading and math skills, clear communication, and familiarity with Windows-based programs are required. Additional state and local requirements may apply. This is a franchisee-posted role and questions should be directed to the franchisee.

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 computer programs
State and local requirements may apply

Education

High school diploma or equivalent

Job description

H&R Block is hiring an entry-level tax assistant to support tax interviews and client service. You will enter client and W-2 information into the tax program and assist with assembling returns, signatures, and review with clients.

Strong reading and math skills, clear communication, and familiarity with Windows-based programs are required. Additional state and local requirements may apply. This is a franchisee-posted role and questions should be directed to the franchisee.

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