Tax Prep Assistant — Learn Tax Interviews & Returns

H&R Block, Inc.; Fountain Inn (SC); On-site; USD 28,000 - 36,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist during the tax interview by entering client and W-2 information into our tax program, helping to ensure a smooth opening process.

You will support the closing of interviews by assembling returns, obtaining signatures, and reviewing the product with clients, while following bookkeeping procedures. The role emphasizes delivering superior service to all clients, with 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 skills

Math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level team member to assist during the tax interview by entering client and W-2 information into our tax program, helping to ensure a smooth opening process.

You will support the closing of interviews by assembling returns, obtaining signatures, and reviewing the product with clients, while following bookkeeping procedures. The role emphasizes delivering superior service to all clients, with additional duties as assigned.