Tax Preparer Assistant: Client-Focused Tax Support

H&R Block; Dalton (GA); On-site; USD 32,000 - 40,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant to help start client interviews by entering basic information into the tax program and guiding clients through the process.

You will 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. The role emphasizes superb client service and accuracy in a fast-paced franchise office.

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

Communication

Reading & Math proficiency

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block is seeking an entry-level Tax Interview Assistant to help start client interviews by entering basic information into the tax program and guiding clients through the process.

You will 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. The role emphasizes superb client service and accuracy in a fast-paced franchise office.