Tax Return Assistant — Client Service & Data Entry

H&R Block, Inc.; Greensboro (NC); On-site; USD 24,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Greensboro, NC is seeking an entry-level tax assistant to support busy tax professionals. You will help initiate interviews, gather client information, and ensure accurate data entry for tax returns.

As part of the team, you will assemble returns, review results with clients, obtain signatures, and perform bookkeeping tasks while delivering superior service to all clients.

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.
• 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

Communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Greensboro, NC is seeking an entry-level tax assistant to support busy tax professionals. You will help initiate interviews, gather client information, and ensure accurate data entry for tax returns.

As part of the team, you will assemble returns, review results with clients, obtain signatures, and perform bookkeeping tasks while delivering superior service to all clients.