Tax Prep & Client Services Specialist

H&R Block, Inc.; Eufaula (AL); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Eufaula, AL seeks an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, assist with assembling tax returns, and ensure accurate, high-quality service.

You will help at the start and end of interviews, review results with clients, and complete bookkeeping procedures while maintaining a focus on superior customer care.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs is preferred.

Responsibilities

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return and obtain required signatures at the end of the interview.
• Review the finished product with the client and complete bookkeeping procedures.

Skills

Reading and math skills

Communication skills

Windows-based software experience

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Eufaula, AL seeks an entry-level tax assistant to support the tax interview process and client service. You will enter client and W-2 information, assist with assembling tax returns, and ensure accurate, high-quality service.

You will help at the start and end of interviews, review results with clients, and complete bookkeeping procedures while maintaining a focus on superior customer care.