Tax Preparer Assistant: Help Clients & File Returns

H&R Block; Harlan (IA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block seeks a frontline team member to assist with the tax interview, entering client and W-2 information into the tax program and helping assemble the tax return. You will work closely with clients to ensure accuracy and provide superior service.

You will support the closing of interviews, collect signatures, review the completed tax return with clients, and follow bookkeeping procedures, while complying with state and local requirements as applicable.

Qualifications

• High school diploma or equivalent.
• 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

Communication skills

Reading and math skills

In-person & phone communication

Windows experience

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block seeks a frontline team member to assist with the tax interview, entering client and W-2 information into the tax program and helping assemble the tax return. You will work closely with clients to ensure accuracy and provide superior service.

You will support the closing of interviews, collect signatures, review the completed tax return with clients, and follow bookkeeping procedures, while complying with state and local requirements as applicable.