Tax Prep Assistant - Client-Focused Returns Specialist

H&R Block, Inc.; Belton (SC); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an assistant to support tax interviews and client service at our Belton, SC location. You will help enter initial client and W-2 data into the tax program and assist in closing interviews by assembling returns and obtaining signatures.

You’ll review the finished product with clients and perform basic bookkeeping tasks. The role emphasizes clear communication in person and on the phone, as well as familiarity with Windows-based software.

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

Math

Communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an assistant to support tax interviews and client service at our Belton, SC location. You will help enter initial client and W-2 data into the tax program and assist in closing interviews by assembling returns and obtaining signatures.

You’ll review the finished product with clients and perform basic bookkeeping tasks. The role emphasizes clear communication in person and on the phone, as well as familiarity with Windows-based software.