Tax Prep & Client Service Assistant

H&R Block, Inc.; Georgetown (KY); On-site; USD 14,000 - 20,000; Full time

Job summary

H&R Block, Inc. in Georgetown, KY is seeking an entry-level team member to support tax interviews by entering client and W-2 information into the tax program and preparing data for the return.

You will assist with closing interviews by assembling tax returns, obtaining signatures, reviewing results with clients, and completing bookkeeping procedures while ensuring superior service for all clients.

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

Reading skills

Math skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Georgetown, KY is seeking an entry-level team member to support tax interviews by entering client and W-2 information into the tax program and preparing data for the return.

You will assist with closing interviews by assembling tax returns, obtaining signatures, reviewing results with clients, and completing bookkeeping procedures while ensuring superior service for all clients.