Tax Prep & Client Services Assistant

H&R Block, Inc.; Winner (SD); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking team-minded individuals to support clients through the tax interview process in a retail office setting. You will enter client and W-2 data, assemble returns, obtain signatures, and review the finished product with clients. You’ll also perform bookkeeping tasks and provide superior service.

Strong communication skills and basic math abilities are essential, with experience in Windows-based programs preferred. Additional state/local requirements may apply.

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

Communication skills

Reading and math skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking team-minded individuals to support clients through the tax interview process in a retail office setting. You will enter client and W-2 data, assemble returns, obtain signatures, and review the finished product with clients. You’ll also perform bookkeeping tasks and provide superior service.

Strong communication skills and basic math abilities are essential, with experience in Windows-based programs preferred. Additional state/local requirements may apply.