Tax Preparer Assistant: Client-Focused Tax Support

H&R Block, Inc.; Albia (IA); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block, Inc. seeks team members to assist clients through the tax interview by entering client and W-2 information into the tax program and helping assemble the tax return for filing. You will review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure superior service for all clients.

Franchise-affiliated posting in Albia, IA may require adherence to state and local requirements. Additional duties as assigned may apply.

Qualifications

• High school diploma or equivalent is required.
• Ability to read and perform basic math.
• Effective in-person and phone communication.
• Experience using Windows-based software.

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

Customer service

Communication skills

Windows-based software

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. seeks team members to assist clients through the tax interview by entering client and W-2 information into the tax program and helping assemble the tax return for filing. You will review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure superior service for all clients.

Franchise-affiliated posting in Albia, IA may require adherence to state and local requirements. Additional duties as assigned may apply.