Tax Interview & Return Assistant

H&R Block, Inc.; Perryton (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Assistant to support the tax interview process and ensure high-quality client service in Perryton, TX.

You will enter client and W-2 information into the tax program and assist with closing the interview by assembling tax returns and obtaining signatures. Strong reading and math skills and the ability to communicate effectively in person or over the phone are essential.

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 and math

Communication skills

Windows-based programs

State/local requirements knowledge

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an entry-level Tax Assistant to support the tax interview process and ensure high-quality client service in Perryton, TX.

You will enter client and W-2 information into the tax program and assist with closing the interview by assembling tax returns and obtaining signatures. Strong reading and math skills and the ability to communicate effectively in person or over the phone are essential.