Tax Return Assistant: Client Service & Data Entry

H&R Block, Inc.; Morrisville (NC); On-site; USD 30,000 - 42,000; Full time

Job summary

H&R Block, Inc. in Morrisville, NC seeks a team member to assist with the tax interview process, entering client and W-2 information into the tax program, and ensuring accurate data capture.

You will help assemble returns, obtain signatures, review the finished product with clients, and support superior service while performing other duties as assigned. The role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based software to support efficient tax

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

Communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Morrisville, NC seeks a team member to assist with the tax interview process, entering client and W-2 information into the tax program, and ensuring accurate data capture.

You will help assemble returns, obtain signatures, review the finished product with clients, and support superior service while performing other duties as assigned. The role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based software to support efficient tax