Tax Return Assistant — Client-Focused Tax Support

H&R Block, Inc.; Rainsville (AL); Sur place; USD 28 000 - 38 000; Plein temps

Résumé du poste

H&R Block, Inc. in Alabama is seeking an entry-level tax assistant to support the initial tax interview by entering client and W-2 data into the tax software. You will help finalize interviews by assembling returns, securing signatures, and reviewing the finished product with clients.

This role emphasizes accurate data entry, strong customer service, and compliance with state and local requirements. Training on the company tax program is provided at hire.

Qualifications

• High school diploma or equivalent required.
• 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.

Responsabilités

• 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 signatures, reviewing with the client, and completing bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Connaissances

Reading and math skills

Communication skills

Windows familiarity

Formation

High school diploma or equivalent

Outils

Windows

Description du poste

H&R Block, Inc. in Alabama is seeking an entry-level tax assistant to support the initial tax interview by entering client and W-2 data into the tax software. You will help finalize interviews by assembling returns, securing signatures, and reviewing the finished product with clients.

This role emphasizes accurate data entry, strong customer service, and compliance with state and local requirements. Training on the company tax program is provided at hire.