Tax Prep Assistant & Client Services

H&R Block, Inc.; Wadesboro (NC); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a front-line support role in North Carolina to help with tax interview entry and return assembly. You will enter client and W-2 information, help close interviews with signatures, and review the final return with clients to ensure accuracy.

Ideal candidates have a high school diploma and strong reading and math skills, plus the ability to communicate clearly in person and on the phone. Experience with Windows-based programs is preferred.

Qualifications

• High school diploma or equivalent required.
• 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 skills

Communication skills

Windows basics

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a front-line support role in North Carolina to help with tax interview entry and return assembly. You will enter client and W-2 information, help close interviews with signatures, and review the final return with clients to ensure accuracy.

Ideal candidates have a high school diploma and strong reading and math skills, plus the ability to communicate clearly in person and on the phone. Experience with Windows-based programs is preferred.