Tax Prep & Client Services Assistant

H&R Block, Inc.; Roanoke (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to support the tax interview process in Roanoke, Alabama. You’ll help begin client interviews by entering W-2 information and then assist in closing interviews by assembling returns and obtaining signatures.

You’ll contribute to delivering superior service to all clients and complete bookkeeping procedures as needed. The role emphasizes accurate data entry, clear communication with clients in person and on the phone, and adherence to state

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

Education

High School Diploma or Equivalent

Job description

H&R Block, Inc. is seeking a detail-oriented team member to support the tax interview process in Roanoke, Alabama. You’ll help begin client interviews by entering W-2 information and then assist in closing interviews by assembling returns and obtaining signatures.

You’ll contribute to delivering superior service to all clients and complete bookkeeping procedures as needed. The role emphasizes accurate data entry, clear communication with clients in person and on the phone, and adherence to state