Tax Prep Assistant: Support Client Interviews & Returns

H&R Block; Tecumseh Township (MI); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block in Tecumseh Township, MI is seeking an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, prepare tax returns, and help with signatures and bookkeeping tasks under supervision.

The role emphasizes accuracy, clear communication, and strong basic math skills. A high school diploma is required; additional coursework in math or accounting is a plus, and familiarity with Windows-based software is expected.

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-based software

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Tecumseh Township, MI is seeking an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, prepare tax returns, and help with signatures and bookkeeping tasks under supervision.

The role emphasizes accuracy, clear communication, and strong basic math skills. A high school diploma is required; additional coursework in math or accounting is a plus, and familiarity with Windows-based software is expected.