Tax Prep Assistant: Launch Your Client-Focused Career

H&R Block, Inc.; Algona (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Algona, IA, is seeking a detail-oriented team member to support tax interviews and the preparation of returns. You will enter client data and W-2 information, help assemble returns, obtain signatures, and review the final product with clients.

The role emphasizes clear communication, reliable use of Windows-based software, and adherence to state and local requirements. Prior experience with tax programs is valued.

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

Customer service

Communication skills

Windows applications

Attention to detail

Education

High school diploma

Tools

Tax software

Job description

H&R Block in Algona, IA, is seeking a detail-oriented team member to support tax interviews and the preparation of returns. You will enter client data and W-2 information, help assemble returns, obtain signatures, and review the final product with clients.

The role emphasizes clear communication, reliable use of Windows-based software, and adherence to state and local requirements. Prior experience with tax programs is valued.