Tax Preparer Assistant: Client-Focused Data Entry Pro

H&R Block, Inc.; Coeur d'Alene (ID); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a role to support the tax interview process and provide exceptional client service.

You will assist with entering client and W-2 information into the tax program, assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures. Ideal candidates will have a high school diploma or equivalent, strong reading and math skills, and clear communication abilities.

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

Windows-based software experience

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking a role to support the tax interview process and provide exceptional client service.

You will assist with entering client and W-2 information into the tax program, assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures. Ideal candidates will have a high school diploma or equivalent, strong reading and math skills, and clear communication abilities.