Tax Prep Support Specialist

H&R Block, Inc.; Lincolnton (NC); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a frontline assistant to support tax interviews, entering client and W-2 data accurately and preparing returns for review. You will help close interviews, gather signatures, and review outcomes with clients while maintaining high service standards.

Strong communication, basic math, and comfort with Windows-based software are essential, as is a willingness to handle additional duties as they arise. This is an on-site role supporting clients in Lincolnton, NC.

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 and math

Communication skills

Customer service mindset

Interpersonal communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a frontline assistant to support tax interviews, entering client and W-2 data accurately and preparing returns for review. You will help close interviews, gather signatures, and review outcomes with clients while maintaining high service standards.

Strong communication, basic math, and comfort with Windows-based software are essential, as is a willingness to handle additional duties as they arise. This is an on-site role supporting clients in Lincolnton, NC.