Tax Return Assistant — Client-Focused Prep Support

H&R Block; Town of Waterford (WI); On-site; USD 32,000 - 40,000; Full time

Job summary

H&R Block is seeking a team member to assist with the tax interview from start to finish, entering client and W-2 information into the tax program and supporting the filing process.

You will assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to all clients. Additional state/local requirements may apply.

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

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned

Skills

Reading and Math

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block is seeking a team member to assist with the tax interview from start to finish, entering client and W-2 information into the tax program and supporting the filing process.

You will assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to all clients. Additional state/local requirements may apply.