Tax Preparer Assistant: Client-Focused Returns & Support

H&R Block, Inc.

Dunn (NC)

On-site

USD 28,000 - 40,000

Full time

3 days ago
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Job summary

H&R Block, Inc. is seeking an entry-level role to assist with the tax interview process and help prepare client returns in Dunn, North Carolina. You will enter client and W-2 information into our tax program and support a smooth interview flow while upholding service standards.

The position emphasizes attention to detail, effective communication, and ability to work with Windows-based software. Additional local requirements may apply, with opportunities for growth within the firm.

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 skills
Math skills
Communication
Windows-based programs
State/local requirements

Education

High school diploma

Job description

H&R Block, Inc. is seeking an entry-level role to assist with the tax interview process and help prepare client returns in Dunn, North Carolina. You will enter client and W-2 information into our tax program and support a smooth interview flow while upholding service standards.

The position emphasizes attention to detail, effective communication, and ability to work with Windows-based software. Additional local requirements may apply, with opportunities for growth within the firm.

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