Tax Return Prep Assistant: Client-Focused Support

H&R Block, Inc.; Cody (WY); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented assistant to support tax interviews by entering client and W-2 information into the tax program, helping clients feel prepared and confident throughout the process.

You will help close interviews by assembling tax returns, obtaining signatures, reviewing the finished product with clients, and completing bookkeeping procedures, while ensuring all clients receive superior service.

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

Windows familiarity

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. is seeking a detail-oriented assistant to support tax interviews by entering client and W-2 information into the tax program, helping clients feel prepared and confident throughout the process.

You will help close interviews by assembling tax returns, obtaining signatures, reviewing the finished product with clients, and completing bookkeeping procedures, while ensuring all clients receive superior service.