Tax Interview Assistant - Build Client Trust & Returns

H&R Block; Missouri Valley (IA); On-site; USD 31,000 - 47,000; Part time

Job summary

H&R Block is seeking an entry-level teammate to assist with the tax interview process and help prepare tax returns at our Missouri Valley area offices. You’ll enter client and W-2 information, assemble the return, obtain signatures, and review the product with clients to ensure accuracy and compliance.

This role focuses on delivering superior service, working with Windows-based tax programs, and supporting a busy tax season.

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

Reading skills

Math skills

Client relationship

Education

High school diploma or equivalent

Tools

Tax software

Windows-based programs

Job description

H&R Block is seeking an entry-level teammate to assist with the tax interview process and help prepare tax returns at our Missouri Valley area offices. You’ll enter client and W-2 information, assemble the return, obtain signatures, and review the product with clients to ensure accuracy and compliance.

This role focuses on delivering superior service, working with Windows-based tax programs, and supporting a busy tax season.