Tax Return Assistant — Client Service & Data Entry

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

Job summary

H&R Block, Inc. is seeking an Assistant to support the tax interview process by entering client and W-2 information into the tax program, and by assisting with closing the interview.

You will assemble tax returns, obtain signatures, review with clients, and complete bookkeeping procedures while ensuring superior service. Strong reading and math skills, effective communication, and experience with Windows-based programs are preferred.

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

• 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 & math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an Assistant to support the tax interview process by entering client and W-2 information into the tax program, and by assisting with closing the interview.

You will assemble tax returns, obtain signatures, review with clients, and complete bookkeeping procedures while ensuring superior service. Strong reading and math skills, effective communication, and experience with Windows-based programs are preferred.