Tax Return Assistant & Client Services

H&R Block, Inc.; Watkinsville (GA); On-site; USD 18,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to assist with the tax interview, entering client and W-2 information into the tax program and helping assemble the tax return with signatures.

You will review the finished product with the client and complete bookkeeping procedures while ensuring superior service for all clients. The role requires a high school diploma or equivalent, basic reading and math skills, and strong communication abilities in person and on the phone.

Qualifications

• Reading and math skills 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 skills

Communication skills

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a detail-oriented team member to assist with the tax interview, entering client and W-2 information into the tax program and helping assemble the tax return with signatures.

You will review the finished product with the client and complete bookkeeping procedures while ensuring superior service for all clients. The role requires a high school diploma or equivalent, basic reading and math skills, and strong communication abilities in person and on the phone.