Tax Preparer Assistant: Client-Focused Returns

H&R Block; Sheridan (WY); On-site; USD 30,000 - 45,000; Full time

Job summary

H&R Block is seeking a detail-oriented teammate to assist with the tax interview by entering client and W-2 information into the tax program and supporting the preparation of returns.

You will help close interviews by assembling the tax return, obtaining required signatures, and reviewing the completed product with the client, ensuring accuracy and quality. The role requires a high school diploma, basic reading and math skills, and good communication in person and on the phone.

Qualifications

• High school diploma or equivalent, reading and math skills required to complete tax interview
• Strong communication skills in person and on the phone
• Experience with Windows-based computer programs preferred
• 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

Effective communication

Windows-based programs

Customer service

Education

High school diploma or equivalence

Job description

H&R Block is seeking a detail-oriented teammate to assist with the tax interview by entering client and W-2 information into the tax program and supporting the preparation of returns.

You will help close interviews by assembling the tax return, obtaining required signatures, and reviewing the completed product with the client, ensuring accuracy and quality. The role requires a high school diploma, basic reading and math skills, and good communication in person and on the phone.