Tax Interview Assistant - Client-Focused Support

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

Job summary

H&R Block, Inc. is seeking an entry-level Tax Assistant at our Newton, IA area franchise location.

The role involves assisting at the beginning of the tax interview by entering client and W-2 information into the tax program, and helping with the closing by assembling the tax return, obtaining signatures, and reviewing the result with the client. Applicants should have a high school diploma or equivalent, plus basic reading and math skills and the ability to communicate effectively in person and

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

Client service

Communication skills

Attention to detail

Education

High School Diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level Tax Assistant at our Newton, IA area franchise location.

The role involves assisting at the beginning of the tax interview by entering client and W-2 information into the tax program, and helping with the closing by assembling the tax return, obtaining signatures, and reviewing the result with the client. Applicants should have a high school diploma or equivalent, plus basic reading and math skills and the ability to communicate effectively in person and