Tax Return Assistant — Client Services & Data Entry

H&R Block, Inc.; North Windham (CT); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block, Inc. in North Windham, CT is seeking an entry-level team member to assist with tax interview initiation and closing processes. You will enter client and W-2 data into the tax program, assemble returns, and review them with clients to ensure accuracy.

Ideal candidates have a high school diploma, basic math/reading skills, strong communication, and comfort with Windows-based software. Washington 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

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in North Windham, CT is seeking an entry-level team member to assist with tax interview initiation and closing processes. You will enter client and W-2 data into the tax program, assemble returns, and review them with clients to ensure accuracy.

Ideal candidates have a high school diploma, basic math/reading skills, strong communication, and comfort with Windows-based software. Washington state and local requirements may apply.