Tax Prep Associate: Build Trusted Client Relationships

H&R Block; Centre (AL); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block in Centre, Alabama is seeking an entry-level tax assistant to support our tax interview process. You will help collect client information and W-2 data so we can prepare accurate returns and deliver excellent service to our clients.

Responsibilities include entering data at the start of the interview, assembling the completed return with proper signatures, and reviewing the finished product with the client. Strong communication and basic math skills are essential.

Qualifications

• High school diploma or equivalent required.
• Strong reading and math skills to complete tax interview.
• Ability to communicate effectively in person and on the phone.

Responsibilities

• Enter client and W-2 information into the tax program at interview start.
• Assemble tax return, obtain signatures, review with client, and complete bookkeeping at interview end.
• Ensure all H&R Block clients receive superior service.
• Other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block in Centre, Alabama is seeking an entry-level tax assistant to support our tax interview process. You will help collect client information and W-2 data so we can prepare accurate returns and deliver excellent service to our clients.

Responsibilities include entering data at the start of the interview, assembling the completed return with proper signatures, and reviewing the finished product with the client. Strong communication and basic math skills are essential.