Tax Preparer Assistant: Help Clients Prepare Returns

H&R Block; Rainsville (AL); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block is hiring for a role supporting tax interviews in a client-facing capacity. The position involves entering client and W-2 information into the tax software during the interview process and assisting with assembling the tax return for closing.

You will review the finished product with clients and ensure high-quality service throughout the process. Ideal candidates have a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and by

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

Communication skills

Reading & math skills

Windows familiarity

Client service experience

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is hiring for a role supporting tax interviews in a client-facing capacity. The position involves entering client and W-2 information into the tax software during the interview process and assisting with assembling the tax return for closing.

You will review the finished product with clients and ensure high-quality service throughout the process. Ideal candidates have a high school diploma, basic reading and math skills, and the ability to communicate effectively in person and by