Tax Prep Assistant: Client-Focused Data Entry & Returns

H&R Block, Inc.; Murfreesboro (NC); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. in Murfreesboro, NC is seeking an hourly Tax Interview Assistant to support our tax-season workflow and client service.

You’ll help begin interviews by entering client and W-2 information into the tax program, and you’ll assist with closing interviews by assembling the tax return, obtaining signatures, and reviewing the finished product with the client. The role requires a high school diploma or equivalent, solid reading and math skills, and the ability to communicate effectively

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based 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 skills

Effective communication

Customer service orientation

Windows-based programs experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Murfreesboro, NC is seeking an hourly Tax Interview Assistant to support our tax-season workflow and client service.

You’ll help begin interviews by entering client and W-2 information into the tax program, and you’ll assist with closing interviews by assembling the tax return, obtaining signatures, and reviewing the finished product with the client. The role requires a high school diploma or equivalent, solid reading and math skills, and the ability to communicate effectively