Tax Prep & Client Services Assistant

H&R Block, Inc.; West Union (OH); On-site; USD 30,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Associate to support client interviews, enter W-2 information, and help assemble tax returns at the franchise office. The role emphasizes accuracy, clear communication with clients, and the ability to work with Windows-based software.

State and local requirements may apply; excellent service to all clients is essential, with responsibilities including signing verification and bookkeeping procedures as needed.

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 skills

Math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level Tax Associate to support client interviews, enter W-2 information, and help assemble tax returns at the franchise office. The role emphasizes accuracy, clear communication with clients, and the ability to work with Windows-based software.

State and local requirements may apply; excellent service to all clients is essential, with responsibilities including signing verification and bookkeeping procedures as needed.