Tax Return Assistant - Client Service & Data Entry

H&R Block, Inc.; Brookfield (MO); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level teammate to assist with the tax interview by entering client and W-2 information into the tax program and help close the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.

You will also complete bookkeeping procedures and ensure all clients receive superior service. The role demands strong reading and math skills, clear communication in person and on the phone, and familiarity with Windows-based

Qualifications

• 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

Windows-based software

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking an entry-level teammate to assist with the tax interview by entering client and W-2 information into the tax program and help close the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.

You will also complete bookkeeping procedures and ensure all clients receive superior service. The role demands strong reading and math skills, clear communication in person and on the phone, and familiarity with Windows-based