Tax Preparer Assistant: Client-Focused Tax Returns Support

H&R Block; East Liverpool (OH); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block in East Liverpool, Ohio is seeking a Tax Associate to assist with the tax interview process and client service throughout the tax return preparation cycle.

You'll input client and W-2 information, assemble returns, obtain signatures, review the finished product with the client, while maintaining accurate bookkeeping procedures and delivering superior service. The role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based software.

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

Ability to use Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in East Liverpool, Ohio is seeking a Tax Associate to assist with the tax interview process and client service throughout the tax return preparation cycle.

You'll input client and W-2 information, assemble returns, obtain signatures, review the finished product with the client, while maintaining accurate bookkeeping procedures and delivering superior service. The role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based software.