Entry-Level Tax Interview & Return Specialist

H&R Block; Big Stone Gap (VA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block in Virginia is seeking a role to assist during tax interviews, entering client and W-2 information into the tax program and helping with the early phase of the interview.

You will close interviews by assembling the tax return, obtaining signatures, reviewing results with the client, and completing bookkeeping procedures, while ensuring every client receives superior service. This role requires a HS diploma, basic math/reading skills, and Windows experience.

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 skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Virginia is seeking a role to assist during tax interviews, entering client and W-2 information into the tax program and helping with the early phase of the interview.

You will close interviews by assembling the tax return, obtaining signatures, reviewing results with the client, and completing bookkeeping procedures, while ensuring every client receives superior service. This role requires a HS diploma, basic math/reading skills, and Windows experience.