Tax Prep & Client Services Associate

H&R Block, Inc.; East Ellijay (GA); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an associate to support tax interviews by collecting client data and W-2 information, then help assemble and review tax returns with clients. The role emphasizes accuracy, client service, and efficient completion of bookkeeping steps. State/local requirements may apply; strong communication is essential.

Responsibilities cover opening and closing interview steps, data entry, signature collection, and ensuring a high level of client satisfaction across engagements.

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 and math

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an associate to support tax interviews by collecting client data and W-2 information, then help assemble and review tax returns with clients. The role emphasizes accuracy, client service, and efficient completion of bookkeeping steps. State/local requirements may apply; strong communication is essential.

Responsibilities cover opening and closing interview steps, data entry, signature collection, and ensuring a high level of client satisfaction across engagements.