Tax Return Assistant — Client-Focused Tax Support

H&R Block, Inc.; Chariton (IA); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a team member in Chariton, IA to assist with tax interviews and the preparation process. The role involves entering client and W-2 data, assembling returns, obtaining signatures, and reviewing the final product with clients to ensure high-quality service.

Strong reading and math skills, clear communication, and familiarity with Windows-based software are required. Some state/local requirements may apply.

Qualifications

• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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.

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a team member in Chariton, IA to assist with tax interviews and the preparation process. The role involves entering client and W-2 data, assembling returns, obtaining signatures, and reviewing the final product with clients to ensure high-quality service.

Strong reading and math skills, clear communication, and familiarity with Windows-based software are required. Some state/local requirements may apply.