Tax Preparer Assistant - Entry Level: Client Data & Returns

H&R Block; Deer Park (WA); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking a Tax Interview Assistant in the United States. You will help start tax interviews by entering client and W-2 information into the tax program and assist with the closing steps by assembling returns and obtaining signatures.

You will review the finished product with clients, perform bookkeeping procedures, and ensure all clients receive superior service. Some state/local requirements may apply.

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

Reading

Math skills

Communication

Windows programs

Education

High school diploma or equivalent

Job description

H&R Block is seeking a Tax Interview Assistant in the United States. You will help start tax interviews by entering client and W-2 information into the tax program and assist with the closing steps by assembling returns and obtaining signatures.

You will review the finished product with clients, perform bookkeeping procedures, and ensure all clients receive superior service. Some state/local requirements may apply.