Tax Preparer Assistant: Client-Focused Tax Support

H&R Block, Inc.; Washington (District of Columbia); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to help with the tax interview, entering client and W-2 information into the tax program and supporting return preparation.

This on-site role emphasizes clear communication, basic math and reading skills, and providing superior service to every client, with duties including completion of bookkeeping procedures and ensuring client satisfaction.

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 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

Interpersonal communication

Reading and math skills

Phone communication

Attention to detail

Windows-based software experience

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to help with the tax interview, entering client and W-2 information into the tax program and supporting return preparation.

This on-site role emphasizes clear communication, basic math and reading skills, and providing superior service to every client, with duties including completion of bookkeeping procedures and ensuring client satisfaction.