Tax Prep Assistant: Streamline Client Tax Returns

H&R Block; Washington (IA); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block is hiring an associate to assist with the tax interview and ensure accurate data entry and client service. You will enter client and W-2 information into the tax program at the start of the interview and help close the interview by assembling the tax return and obtaining signatures.

Strong communication and basic math skills are required, with experience using Windows-based programs. This position emphasizes accuracy, customer service, and compliance with state and local requirements.

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

Customer service

Reading skills

Math skills

Communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is hiring an associate to assist with the tax interview and ensure accurate data entry and client service. You will enter client and W-2 information into the tax program at the start of the interview and help close the interview by assembling the tax return and obtaining signatures.

Strong communication and basic math skills are required, with experience using Windows-based programs. This position emphasizes accuracy, customer service, and compliance with state and local requirements.