Tax Return Assistant & Client Service Pro

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

Job summary

H&R Block, Inc. in Smithfield, NC is seeking an entry-level team member to assist with tax interviews. You will enter client and W-2 information into the tax program and help assemble tax returns.

This role emphasizes accuracy, customer service, and clear communication by phone and in person. Prior experience with Windows-based software is helpful; additional state/local requirements may apply.

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 signatures, and reviewing with the client.
• 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 Smithfield, NC is seeking an entry-level team member to assist with tax interviews. You will enter client and W-2 information into the tax program and help assemble tax returns.

This role emphasizes accuracy, customer service, and clear communication by phone and in person. Prior experience with Windows-based software is helpful; additional state/local requirements may apply.