Tax Preparer Assistant - Client-Focused Support

H&R Block, Inc.; Martinsville (IN); On-site; USD 21,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to begin the tax interview by entering client and W-2 information into the tax program, and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service, with additional state and local requirements applying as needed.

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

High school diploma or equivalent

Reading and math skills

Ability to communicate effectively

Windows-based computer programs

Additional state and local reqs

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block, Inc. is seeking a team member to begin the tax interview by entering client and W-2 information into the tax program, and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client, complete bookkeeping procedures, and ensure all clients receive superior service, with additional state and local requirements applying as needed.