Tax Return Assistant & Client Service Specialist

H&R Block, Inc.; Statesville (NC); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews and client service in North Carolina. You will help begin interviews by entering client and W-2 data, and assist in closing interviews by assembling returns and obtaining signatures.

Strong communication and basic Windows skills are essential. The role emphasizes delivering superior service to all clients and performing additional bookkeeping tasks as needed.

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.

Skills

Communication skills

Math skills

Windows proficiency

In-person communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to support tax interviews and client service in North Carolina. You will help begin interviews by entering client and W-2 data, and assist in closing interviews by assembling returns and obtaining signatures.

Strong communication and basic Windows skills are essential. The role emphasizes delivering superior service to all clients and performing additional bookkeeping tasks as needed.