Tax Return Assistant & Client Services

H&R Block; Newnan (GA); On-site; USD 32,000 - 44,000; Full time

Job summary

H&R Block in Newnan, GA is seeking an entry-level Tax Interview Assistant to help begin tax interviews, enter client and W-2 information, and support the preparation of returns. You will assemble the tax return, secure signatures, review the completed product with the client, and perform basic bookkeeping procedures.

Strong attention to detail and clear communication are essential. No prior tax experience required beyond basic school math; reading and math skills, a high school diploma, and

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 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

Math

Communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Newnan, GA is seeking an entry-level Tax Interview Assistant to help begin tax interviews, enter client and W-2 information, and support the preparation of returns. You will assemble the tax return, secure signatures, review the completed product with the client, and perform basic bookkeeping procedures.

Strong attention to detail and clear communication are essential. No prior tax experience required beyond basic school math; reading and math skills, a high school diploma, and