Tax Prep Assistant - Launch Your Client-Focused Career

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

Job summary

H&R Block, Inc. in the United States seeks an entry-level tax support role to assist during client interviews and close tax returns with accuracy. The position focuses on entering W-2 information and assembling the return under supervision.

Responsibilities include ensuring superior client service, reviewing the completed product with clients, and adhering to bookkeeping procedures. The role supports ongoing tax preparation activities at a franchise office.

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.

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

Math skills

Reading skills

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in the United States seeks an entry-level tax support role to assist during client interviews and close tax returns with accuracy. The position focuses on entering W-2 information and assembling the return under supervision.

Responsibilities include ensuring superior client service, reviewing the completed product with clients, and adhering to bookkeeping procedures. The role supports ongoing tax preparation activities at a franchise office.