Tax Return Assistant - Client-Focused & Detail-Driven

H&R Block, Inc.; Algoma Township (MI); On-site; USD 29,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented assistant to support the tax interview process in Michigan. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished product with clients to ensure accuracy and excellent service.

Applicants should have strong reading and math skills, effective communication, and experience with Windows-based software. Additional state/local requirements may apply.

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

Communication skills

Windows-based systems

Reading & Math

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block, Inc. is seeking a detail-oriented assistant to support the tax interview process in Michigan. You will enter client and W-2 information, assemble returns, obtain signatures, and review the finished product with clients to ensure accuracy and excellent service.

Applicants should have strong reading and math skills, effective communication, and experience with Windows-based software. Additional state/local requirements may apply.