Tax Prep Assistant — Start Your Client-Focused Career

H&R Block; Piedmont (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block is seeking a team member to support the tax interview process. You will begin the interview by entering client and W-2 information into the tax software and help close the interview by assembling the tax return, obtaining signatures, and reviewing the final product with the client.

Responsibilities include ensuring all clients receive superior service and performing other duties as assigned. A high school diploma or equivalent, basic reading and math skills, and effective communication

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 and math skills

Communication skills

Windows experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a team member to support the tax interview process. You will begin the interview by entering client and W-2 information into the tax software and help close the interview by assembling the tax return, obtaining signatures, and reviewing the final product with the client.

Responsibilities include ensuring all clients receive superior service and performing other duties as assigned. A high school diploma or equivalent, basic reading and math skills, and effective communication