Tax Prep Support Specialist

H&R Block, Inc.; Abingdon (VA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented assistant to support tax interviews by entering client and W-2 information into the tax software and helping assemble returns. You will help obtain signatures and review the finished product with clients, ensuring a high level of service.

The role also involves performing bookkeeping steps, handling a variety of duties, and supporting franchise office operations during the tax season.

Qualifications

• 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

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 and math skills

Communication skills

Education

High school diploma or equivalent

Course work in math, accounting, or finance

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a detail-oriented assistant to support tax interviews by entering client and W-2 information into the tax software and helping assemble returns. You will help obtain signatures and review the finished product with clients, ensuring a high level of service.

The role also involves performing bookkeeping steps, handling a variety of duties, and supporting franchise office operations during the tax season.