Tax Return Assistant & Client Service Specialist

H&R Block, Inc.; Hampton (IA); On-site; USD 2,066,000 - 2,755,000; Full time

Job summary

H&R Block, Hampton, IA is seeking a Tax Interview Assistant to help begin and finish client interviews, assemble the tax return, obtain required signatures, and review the finished product with the client. The role requires a high school diploma, basic reading and math skills, and strong communication, with prior experience using Windows-based software considered an asset.

Franchise information notes that additional state and local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax 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 and math

Communication skills

Windows experience

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block, Hampton, IA is seeking a Tax Interview Assistant to help begin and finish client interviews, assemble the tax return, obtain required signatures, and review the finished product with the client. The role requires a high school diploma, basic reading and math skills, and strong communication, with prior experience using Windows-based software considered an asset.

Franchise information notes that additional state and local requirements may apply.