Tax Prep Support Specialist

H&R Block; Winterset (IA); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block in Winterset, IA is seeking a detail-oriented teammate to assist with the tax interview process. You will enter client and W-2 information into the tax program and help prepare the tax return.

This role emphasizes customer service, clear communication, and accurate data entry. Prior experience with Windows-based software is helpful; additional coursework in math or accounting is a plus.

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

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block in Winterset, IA is seeking a detail-oriented teammate to assist with the tax interview process. You will enter client and W-2 information into the tax program and help prepare the tax return.

This role emphasizes customer service, clear communication, and accurate data entry. Prior experience with Windows-based software is helpful; additional coursework in math or accounting is a plus.