Tax Prep Assistant: Streamline Returns & Client Service

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

Job summary

H&R Block in Sulphur, OK is seeking an entry-level Tax Interview Assistant who will help start client interviews by entering information and assist with closing by assembling the tax return, obtaining signatures, and reviewing the finished product with clients. You will support colleagues with Windows-based software, maintain accurate records, and deliver superior service to all clients.

The role emphasizes attention to detail and clear communication, with additional state/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

Communication skills

Reading and math skills

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Sulphur, OK is seeking an entry-level Tax Interview Assistant who will help start client interviews by entering information and assist with closing by assembling the tax return, obtaining signatures, and reviewing the finished product with clients. You will support colleagues with Windows-based software, maintain accurate records, and deliver superior service to all clients.

The role emphasizes attention to detail and clear communication, with additional state/local requirements