Tax Preparer Assistant: Client Service & Data Entry

H&R Block, Inc.; New Lebanon (OH); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews and client service. You will enter client and W-2 information into our tax program at the start of interviews and help assemble and review tax returns with clients at the end.

You will ensure superior service for every client and perform other duties as needed. This role emphasizes accurate data entry, clear communication, and the ability to work with Windows-based software.

Qualifications

• Reading and math skills required to begin and finish the tax 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 & Math

Communication

Windows knowledge

State & Local requirements

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level team member to support tax interviews and client service. You will enter client and W-2 information into our tax program at the start of interviews and help assemble and review tax returns with clients at the end.

You will ensure superior service for every client and perform other duties as needed. This role emphasizes accurate data entry, clear communication, and the ability to work with Windows-based software.