Tax Preparer Assistant — Build Client Returns

H&R Block, Inc.; Sharpsburg (GA); On-site; USD 24,000 - 30,000; Full time

Job summary

H&R Block, Inc. in Sharpsburg, GA is seeking a detail-oriented Tax Associate to assist with the early tax interview by entering client and W-2 information into the tax program, and to help assemble the return with signatures and client review.

You will ensure customers receive superior service, perform bookkeeping procedures, and handle other duties as assigned; prior experience with Windows and math skills are helpful for success.

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

Communication skills

Reading and math

Windows-based programs

State/local requirements knowledge

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Sharpsburg, GA is seeking a detail-oriented Tax Associate to assist with the early tax interview by entering client and W-2 information into the tax program, and to help assemble the return with signatures and client review.

You will ensure customers receive superior service, perform bookkeeping procedures, and handle other duties as assigned; prior experience with Windows and math skills are helpful for success.