Tax Interview & Client Services Specialist

H&R Block, Inc.; Lebanon (VA); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. is hiring for a role that supports tax interviews by entering client and W-2 data into the tax program and helping assemble returns at closing.

The position emphasizes delivering superior service and maintaining accurate bookkeeping procedures for every client interaction. The role requires a high school diploma, strong reading and math skills, and clear communication both in person and by phone, plus familiarity with Windows-based software.

Qualifications

• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs.

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return, obtain signatures, and review the product with the client at close of interview.
• Provide superior service to all H&R Block clients and perform other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is hiring for a role that supports tax interviews by entering client and W-2 data into the tax program and helping assemble returns at closing.

The position emphasizes delivering superior service and maintaining accurate bookkeeping procedures for every client interaction. The role requires a high school diploma, strong reading and math skills, and clear communication both in person and by phone, plus familiarity with Windows-based software.