Tax Preparer Assistant — Client Returns & Service

H&R Block, Inc.; Wayland Township (MI); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is looking for an entry-level Tax Associate to help with client interviews, enter W-2 data, and prepare tax returns. You will also assemble returns, obtain signatures, review results with clients, and complete bookkeeping steps.

Ideal candidates have a high school diploma, basic math and reading skills, and ability to communicate well in person and by phone. Windows-based software experience is preferred.

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

Customer service

Communication skills

Reading and math skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is looking for an entry-level Tax Associate to help with client interviews, enter W-2 data, and prepare tax returns. You will also assemble returns, obtain signatures, review results with clients, and complete bookkeeping steps.

Ideal candidates have a high school diploma, basic math and reading skills, and ability to communicate well in person and by phone. Windows-based software experience is preferred.