Tax Preparer Assistant: Client Service & Returns Prep

H&R Block, Inc.; Joshua (TX); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Joshua, TX is seeking an entry-level Tax Interview Assistant to support tax season operations. You will enter client and W-2 information into the tax program, help assemble the tax return, obtain signatures, and review the completed product with the client.

You should have a high school diploma, strong reading and math skills, and the ability to communicate effectively in person and over the phone.

Qualifications

• 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.

Responsibilities

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return and obtain required signatures at interview closure.
• Review the finished product with the client and complete bookkeeping procedures.
• Perform other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Joshua, TX is seeking an entry-level Tax Interview Assistant to support tax season operations. You will enter client and W-2 information into the tax program, help assemble the tax return, obtain signatures, and review the completed product with the client.

You should have a high school diploma, strong reading and math skills, and the ability to communicate effectively in person and over the phone.