Tax Preparer Assistant: Guide Clients Through Returns

H&R Block, Inc.; Dalton (GA); On-site; USD 26,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented teammate to assist with tax interview setup by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures.

The role focuses on providing superior service to all clients in a fast-paced environment. The position entails reviewing the finished tax products with clients and completing related bookkeeping procedures while adhering to state and local requirements.

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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a detail-oriented teammate to assist with tax interview setup by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures.

The role focuses on providing superior service to all clients in a fast-paced environment. The position entails reviewing the finished tax products with clients and completing related bookkeeping procedures while adhering to state and local requirements.