Tax Return Assistant: Client-Focused Support

H&R Block; Trenton (MO); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block in Missouri is seeking an entry-level team member to assist with the start of the tax interview by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will ensure all clients receive superior service and perform other duties as assigned. Strong reading and math skills, clear communication, and basic Windows proficiency are preferred for this role.

Qualifications

• High school diploma or equivalent.
• 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 skills

Communication skills

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block in Missouri is seeking an entry-level team member to assist with the start of the tax interview by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the finished product with clients.

You will ensure all clients receive superior service and perform other duties as assigned. Strong reading and math skills, clear communication, and basic Windows proficiency are preferred for this role.