Tax Return Prep Associate

H&R Block, Inc.; Edenton (NC); On-site; USD 28,000 - 36,000; Part time

Job summary

H&R Block, Inc. in Edenton, NC is seeking an entry-level tax assistant to support busy tax interviews. You'll enter client and W-2 information into the tax program and help prepare returns.

You'll assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures, while delivering superior service to every client. Training and ongoing support are provided in a collaborative environment.

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.
• Additional course work in math, accounting, or finance.

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 & math

Communication skills

Customer service

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. in Edenton, NC is seeking an entry-level tax assistant to support busy tax interviews. You'll enter client and W-2 information into the tax program and help prepare returns.

You'll assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures, while delivering superior service to every client. Training and ongoing support are provided in a collaborative environment.