Tax Prep Support Specialist

H&R Block, Inc.; Lincoln (NE); On-site; USD 21,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented Assistant to support tax interviews.

You will enter client and W-2 information into the tax program and assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the finished product with the client. This role emphasizes delivering superior service to all clients and requires basic reading and math skills, clear in-person and phone communication, and familiarity with Windows-based programs.

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

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a detail-oriented Assistant to support tax interviews.

You will enter client and W-2 information into the tax program and assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the finished product with the client. This role emphasizes delivering superior service to all clients and requires basic reading and math skills, clear in-person and phone communication, and familiarity with Windows-based programs.