Tax Preparer Assistant — Client-Focused Tax Support

H&R Block, Inc.; Clarkston (MI); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist during the tax interview by entering client and W-2 information into the tax program. You will help assemble the tax return, obtain signatures, review the product with the client, and complete bookkeeping procedures.

You will also ensure all clients receive superior service and perform other duties as assigned. This role requires basic math and reading skills, and effective communication in person or by phone.

Qualifications

• High school diploma or equivalent required.
• 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.

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

Communication skills

Reading and math skills

In-person communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an entry-level team member to assist during the tax interview by entering client and W-2 information into the tax program. You will help assemble the tax return, obtain signatures, review the product with the client, and complete bookkeeping procedures.

You will also ensure all clients receive superior service and perform other duties as assigned. This role requires basic math and reading skills, and effective communication in person or by phone.