Tax Return Assistant | Client-Focused Tax Support

H&R Block, Inc.; McMinnville (TN); On-site; USD 26,000 - 38,000; Full time

Job summary

H&R Block, Inc. is hiring for an entry role supporting tax interviews and client service. You will enter client and W-2 data into the tax program, assemble returns, collect signatures, and review outcomes with clients to ensure accuracy and satisfaction.

Strong reading and math skills, clear communication, and familiarity with Windows-based software are required. Some state/local requirements may apply; high school diploma or equivalent is necessary.

Qualifications

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• 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, and reviewing the finished product with the client.
• Complete bookkeeping procedures as part of the interview process.
• Ensure all H&R Block clients are receiving superior service.

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is hiring for an entry role supporting tax interviews and client service. You will enter client and W-2 data into the tax program, assemble returns, collect signatures, and review outcomes with clients to ensure accuracy and satisfaction.

Strong reading and math skills, clear communication, and familiarity with Windows-based software are required. Some state/local requirements may apply; high school diploma or equivalent is necessary.