Tax Return Assistant & Client Service Pro

H&R Block, Inc.; Seneca (SC); On-site; USD 28,000 - 38,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist during tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the final product with clients.

The role emphasizes delivering superior service to all clients and performing additional duties as needed to support tax professionals during the busy season.

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.

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

Customer service

Communication

Reading

Math

Education

High school diploma

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level team member to assist during tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the final product with clients.

The role emphasizes delivering superior service to all clients and performing additional duties as needed to support tax professionals during the busy season.