Tax Preparer Assistant - Client-Focused Tax Support

H&R Block, Inc.; Saint Marys (OH); On-site; USD 22,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support the tax interview process and help clients complete their returns accurately. You’ll enter client and W-2 information, assemble the tax return, obtain signatures, and review the finished product with the client.

You’ll also handle basic bookkeeping procedures, ensure superior service, and perform other duties as assigned within a fast-paced tax season environment.

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

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level team member to support the tax interview process and help clients complete their returns accurately. You’ll enter client and W-2 information, assemble the tax return, obtain signatures, and review the finished product with the client.

You’ll also handle basic bookkeeping procedures, ensure superior service, and perform other duties as assigned within a fast-paced tax season environment.