Tax Return Assistant: Client-Focused Support

H&R Block; Hampton (IA); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block in Hampton, IA seeks an entry-level teammate to support tax interviews. You will enter client and W-2 data at the start and assist in closing interviews, assembling returns and obtaining signatures. You’ll review the completed tax product with clients and complete bookkeeping steps. Strong math and reading skills are essential.

The role emphasizes accurate data entry, clear client communication, and adherence to local requirements. State and local rules may apply.

Qualifications

• Reads and interprets basic tax information and client data.
• Good math and reading abilities to complete tax interview steps.
• Clear communication both in person and on the phone.

Responsibilities

• Assist with starting the tax interview by entering client and W-2 information.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review completed product with client and perform bookkeeping procedures.

Skills

Reading skills

Math skills

Effective communication

Windows basics

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Hampton, IA seeks an entry-level teammate to support tax interviews. You will enter client and W-2 data at the start and assist in closing interviews, assembling returns and obtaining signatures. You’ll review the completed tax product with clients and complete bookkeeping steps. Strong math and reading skills are essential.

The role emphasizes accurate data entry, clear client communication, and adherence to local requirements. State and local rules may apply.