Tax Return Assistant & Client Services

H&R Block; Paragould (AR); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block seeks a frontline team member to assist with the tax interview process, entering client and W-2 data into the tax program and helping assemble returns for signing. The role emphasizes accuracy, clear communication, and top-notch client service.

The position supports the closing interview, reviews the completed tax product with clients, and performs bookkeeping procedures as needed. Previous experience with Windows-based programs is helpful.

Qualifications

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

Windows-based software

Education

High school diploma

Tools

Tax software

Job description

H&R Block seeks a frontline team member to assist with the tax interview process, entering client and W-2 data into the tax program and helping assemble returns for signing. The role emphasizes accuracy, clear communication, and top-notch client service.

The position supports the closing interview, reviews the completed tax product with clients, and performs bookkeeping procedures as needed. Previous experience with Windows-based programs is helpful.