Tax Preparation Assistant — Build Accurate Client Returns

H&R Block, Inc.; Charlotte (NC); On-site; USD 32,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Charlotte, NC is seeking an entry-level tax assistant to help start the tax interview by entering client and W-2 data and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service. Training will cover local requirements and Windows-based software.

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 skills

Communication skills

Effective in-person and phone speaking

Windows-based computer programs

State/local requirements may apply

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Charlotte, NC is seeking an entry-level tax assistant to help start the tax interview by entering client and W-2 data and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service. Training will cover local requirements and Windows-based software.