Tax Preparation Assistant - Elevate Client Experience

H&R Block, Inc.; Mount Pleasant (IA); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block in Mount Pleasant, IA seeks a frontline tax assistant to support the tax interview by entering client and W-2 information into the tax program and help assemble returns. This role emphasizes delivering superior client service and accurate documentation.

The position requires reading and math skills, strong communication, and proficiency with Windows-based programs, with additional state/local requirements potentially applying. Franchise office details apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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

Windows-based programs

State/local requirements may apply

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Job description

H&R Block in Mount Pleasant, IA seeks a frontline tax assistant to support the tax interview by entering client and W-2 information into the tax program and help assemble returns. This role emphasizes delivering superior client service and accurate documentation.

The position requires reading and math skills, strong communication, and proficiency with Windows-based programs, with additional state/local requirements potentially applying. Franchise office details apply.