Tax Preparer Assistant: Build Client Relationships & Returns

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

Job summary

H&R Block is seeking a front-line team member to assist with the initial tax interview by entering client and W-2 information, and to help close interviews with assemblies, signatures, and reviews. You will also ensure superior service for all clients and perform related duties as assigned.

The role emphasizes accuracy, communication, and basic Windows-based software familiarity, with potential variations by state and local requirements.

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

Effective communication

Reading and math

Windows-based software

Customer service

Education

High school diploma or equivalent

Job description

H&R Block is seeking a front-line team member to assist with the initial tax interview by entering client and W-2 information, and to help close interviews with assemblies, signatures, and reviews. You will also ensure superior service for all clients and perform related duties as assigned.

The role emphasizes accuracy, communication, and basic Windows-based software familiarity, with potential variations by state and local requirements.