Tax Return Assistant — Build Client-Facing Accuracy

H&R Block, Inc.; Knoxville (IA); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to help start tax interviews by entering client and W-2 details into the tax program, and to help close interviews by assembling returns and obtaining signatures.

You will review the finished tax product with clients, perform bookkeeping procedures, and ensure every client receives superior service, while handling additional duties as assigned. Strong communication and math skills, plus familiarity with Windows-based software, are valued

Qualifications

• High school diploma or equivalent.
• 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.
• 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 skills

Math skills

Communication skills

Customer service

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a detail-oriented team member to help start tax interviews by entering client and W-2 details into the tax program, and to help close interviews by assembling returns and obtaining signatures.

You will review the finished tax product with clients, perform bookkeeping procedures, and ensure every client receives superior service, while handling additional duties as assigned. Strong communication and math skills, plus familiarity with Windows-based software, are valued