Tax Preparer Assistant: Elevate Client Service & Accuracy

H&R Block, Inc.; Stanton (KY); On-site; USD 31,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Stanton, KY is seeking an entry-level tax assistant to help begin the tax interview by entering client and W-2 information into the tax program and to assist with closing the interview, assembling the tax return, obtaining signatures, and reviewing the finished product with the client.

The role emphasizes delivering superior service and requires basic reading and math skills, plus the ability to communicate effectively in person or on the phone; prior experience with

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.
• 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 skills

Windows-based programs

In-person communication

Education

High school diploma or equivalent

Additional state & local requirements

Tools

Windows-based software

Job description

H&R Block, Inc. in Stanton, KY is seeking an entry-level tax assistant to help begin the tax interview by entering client and W-2 information into the tax program and to assist with closing the interview, assembling the tax return, obtaining signatures, and reviewing the finished product with the client.

The role emphasizes delivering superior service and requires basic reading and math skills, plus the ability to communicate effectively in person or on the phone; prior experience with