Tax Prep Assistant: Streamline Client Tax Returns

H&R Block; North Windham (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block is seeking an entry-level team member to assist with the tax interview process, entering client and W-2 information into the tax program. You will help assemble the tax return and support the ongoing client service standards.

You will work closely with the franchise office team to ensure accurate preparation, timely signatures, and a smooth client experience. Prior basic computer skills and strong math abilities are valued.

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.
• 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-based computer programs

State and local requirements may apply

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level team member to assist with the tax interview process, entering client and W-2 information into the tax program. You will help assemble the tax return and support the ongoing client service standards.

You will work closely with the franchise office team to ensure accurate preparation, timely signatures, and a smooth client experience. Prior basic computer skills and strong math abilities are valued.