Tax Prep Associate — Client-Focused Tax Support

H&R Block; Butte (MT); On-site; USD 22,000 - 30,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant to support the tax preparation process in our local office. You will begin the tax interview by entering client and W-2 information into the tax program and help assemble the return with signatures and basic bookkeeping tasks.

You will deliver superior service to every client. Ideal candidates have a high school diploma, solid reading and math skills, and strong communication abilities for in-person and phone interactions.

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 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

Math

Communication

Customer service

Education

High School Diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block is seeking an entry-level Tax Interview Assistant to support the tax preparation process in our local office. You will begin the tax interview by entering client and W-2 information into the tax program and help assemble the return with signatures and basic bookkeeping tasks.

You will deliver superior service to every client. Ideal candidates have a high school diploma, solid reading and math skills, and strong communication abilities for in-person and phone interactions.