Tax Interview & Return Assistant — Client-Focused Support

H&R Block

Kill Devil Hills (NC)

On-site

USD 24,000 - 36,000

Full time

3 days ago
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Job summary

H&R Block in Kill Devil Hills, NC is seeking a detail-oriented team member to assist during the tax interview by entering client and W-2 information into the tax program. You will support closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

As part of the team you will ensure all clients receive superior service and perform other duties as assigned.

Qualifications

  • 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 & Math
Windows Programs

Education

High School Diploma or Equivalent

Tools

Windows-based Software

Job description

H&R Block in Kill Devil Hills, NC is seeking a detail-oriented team member to assist during the tax interview by entering client and W-2 information into the tax program. You will support closing the interview by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

As part of the team you will ensure all clients receive superior service and perform other duties as assigned.

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