Tax Return Assistant - Help Clients File Confidently

H&R Block, Inc.; Sandersville (GA); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews, entering client and W-2 data into the tax program and assembling returns for client signatures. You will review the completed return with clients and help complete bookkeeping procedures, ensuring superior service to all clients.

Requires strong reading and math skills. Candidates should have a high school diploma or equivalent and experience with Windows-based programs; additional state/local requirements may

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

Communication

Reading

Math

Customer service

Interpersonal skills

Education

High school diploma

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews, entering client and W-2 data into the tax program and assembling returns for client signatures. You will review the completed return with clients and help complete bookkeeping procedures, ensuring superior service to all clients.

Requires strong reading and math skills. Candidates should have a high school diploma or equivalent and experience with Windows-based programs; additional state/local requirements may