Tax Prep Assistant — Shape Confident Client Returns

H&R Block; Henderson (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Henderson, NC is seeking an entry-level team member to support tax interviews and client service. You will help start interviews by entering client and W-2 information into the tax program and will assist in closing interviews by assembling the tax return and obtaining signatures.

The role emphasizes accuracy, clear communication, and delivering superior service to each client; prior experience with Windows-based programs is helpful, and additional state and local requirements may

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Familiarity 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

Effective communication

Windows-based programs

State/local requirements awareness

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block in Henderson, NC is seeking an entry-level team member to support tax interviews and client service. You will help start interviews by entering client and W-2 information into the tax program and will assist in closing interviews by assembling the tax return and obtaining signatures.

The role emphasizes accuracy, clear communication, and delivering superior service to each client; prior experience with Windows-based programs is helpful, and additional state and local requirements may