Tax Preparer Assistant - Client-Focused Tax Prep Support

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

Job summary

H&R Block is seeking team members to guide clients through tax interviews, entering client and W-2 information into the tax program and assisting with the closing steps. You will assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.

This role emphasizes effective communication in person and on the phone, along with familiarity with Windows-based software. Additional state/local requirements may apply.

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

Client communication

Data entry

Customer service

Computer literacy

Reading and math skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking team members to guide clients through tax interviews, entering client and W-2 information into the tax program and assisting with the closing steps. You will assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.

This role emphasizes effective communication in person and on the phone, along with familiarity with Windows-based software. Additional state/local requirements may apply.