Tax Prep & Client Service Specialist

H&R Block, Inc.; Milledgeville (GA); On-site; USD 28,000 - 36,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Preparation Assistant in Milledgeville, GA to assist with client interviews, entering W-2 information, and supporting the tax return process under supervision.

You will assemble returns, obtain client signatures, review the finished product, and ensure courteous, accurate service for every client while following company procedures. Some experience with Windows and solid reading/math skills are valued.

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 entering client and W-2 information into the tax program at the start of the interview.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• All other duties as assigned.

Skills

Communication skills

Reading skills

Math skills

Phone communication

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level Tax Preparation Assistant in Milledgeville, GA to assist with client interviews, entering W-2 information, and supporting the tax return process under supervision.

You will assemble returns, obtain client signatures, review the finished product, and ensure courteous, accurate service for every client while following company procedures. Some experience with Windows and solid reading/math skills are valued.