Tax Prep & Client Services Assistant

H&R Block, Inc.; Red Oak (IA); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block, Inc. in Red Oak, IA is seeking an entry-level Tax Assistant to support tax interview processes and client service. You will enter client and W-2 data into the tax program and help assemble returns with signatures, reviewing outcomes with clients.

This role emphasizes accurate data handling, clear communication both in person and by phone, and delivering excellent service to all clients.

Qualifications

• High school diploma or equivalent is required.
• 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.

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

Data entry

Customer service

Phone communication

Windows familiarity

Reading & math basics

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Red Oak, IA is seeking an entry-level Tax Assistant to support tax interview processes and client service. You will enter client and W-2 data into the tax program and help assemble returns with signatures, reviewing outcomes with clients.

This role emphasizes accurate data handling, clear communication both in person and by phone, and delivering excellent service to all clients.