Tax Return Assistant: Client Service & Interview Support

H&R Block, Inc.; St. George (SC); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block, Inc. is looking for a detail-oriented team member to assist with the tax interview process, entering client and W-2 information into the tax program and helping assemble returns.

You will review the finished product with the client, ensure superior service, and complete bookkeeping procedures, with opportunities to develop reading, math, and communication skills. This role emphasizes teamwork, accurate data entry, and delivering a positive client experience across tax season in a busy

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.

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is looking for a detail-oriented team member to assist with the tax interview process, entering client and W-2 information into the tax program and helping assemble returns.

You will review the finished product with the client, ensure superior service, and complete bookkeeping procedures, with opportunities to develop reading, math, and communication skills. This role emphasizes teamwork, accurate data entry, and delivering a positive client experience across tax season in a busy