Tax Prep Support Specialist

H&R Block, Inc.; Ottumwa (IA); On-site; USD 30,000 - 34,000; Full time

Job summary

H&R Block, Inc. in Ottumwa, IA is seeking an entry-level Tax Prep Associate to help clients through tax interviews and data entry, ensuring accuracy and a pleasant experience.

You’ll enter client and W-2 information into the tax program and assist with closing the interview by assembling the return and obtaining signatures. You'll review the finished product with the client, complete bookkeeping procedures, and strive to deliver superior service to every client while adhering to state and local

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.
• 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 software

Job description

H&R Block, Inc. in Ottumwa, IA is seeking an entry-level Tax Prep Associate to help clients through tax interviews and data entry, ensuring accuracy and a pleasant experience.

You’ll enter client and W-2 information into the tax program and assist with closing the interview by assembling the return and obtaining signatures. You'll review the finished product with the client, complete bookkeeping procedures, and strive to deliver superior service to every client while adhering to state and local