Tax Prep & Client Service Assistant

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

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to support the tax preparation process. You will help start interviews by entering client and W-2 information into the tax software and assist in assembling returns.

You will ensure clients receive superior service, review completed products with clients, obtain signatures, and perform related bookkeeping tasks. Strong communication and basic computer skills are essential.

Qualifications

• Reading and math skills required to begin and finish the tax interview
• Ability to communicate effectively in person and on the phone
• Previous experience with Windows-based computer programs

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 skills

Communication skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to support the tax preparation process. You will help start interviews by entering client and W-2 information into the tax software and assist in assembling returns.

You will ensure clients receive superior service, review completed products with clients, obtain signatures, and perform related bookkeeping tasks. Strong communication and basic computer skills are essential.