Tax Return Assistant: Data Entry & Client Service

H&R Block; Ida Grove (IA); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block is seeking an entry-level team member in Ida Grove, IA to support tax interview processes and client service. You will input client and W-2 data, help assemble and review returns, and ensure accurate, timely handling of tax documents. Strong communication and basic math skills are essential.

The role requires a high school diploma or equivalent and comfort with Windows-based programs. Local franchise guidance applies and on-site work is expected.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to complete the tax interview.
• Ability to communicate effectively in person and on the phone.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return and obtain required signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.

Skills

Reading

Math skills

Effective communication

Phone communication

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level team member in Ida Grove, IA to support tax interview processes and client service. You will input client and W-2 data, help assemble and review returns, and ensure accurate, timely handling of tax documents. Strong communication and basic math skills are essential.

The role requires a high school diploma or equivalent and comfort with Windows-based programs. Local franchise guidance applies and on-site work is expected.