Tax Return Assistant — Client-Focused Tax Prep

H&R Block, Inc.; Waterbury (VT); On-site; USD 29,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking team members to assist with the tax interview process, entering client and W-2 information into the tax program and assembling the tax return at close.

You will review the completed return with the client and perform bookkeeping procedures to ensure accuracy. Ideal candidates have a high school diploma, strong reading and math skills, and the ability to communicate effectively in person and by phone.

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

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return and obtain required signatures at interview close.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.

Skills

Reading

Math

Communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking team members to assist with the tax interview process, entering client and W-2 information into the tax program and assembling the tax return at close.

You will review the completed return with the client and perform bookkeeping procedures to ensure accuracy. Ideal candidates have a high school diploma, strong reading and math skills, and the ability to communicate effectively in person and by phone.