Tax Return Coordinator — Build Client Confidence

H&R Block; Oxford (NC); On-site; USD 28,000 - 40,000; Full time

Job summary

H&R Block in Oxford, NC is seeking an entry-level Tax Associate to support the tax interview process and help clients complete their returns with accuracy and care.

You will enter client and W-2 information into our tax software, assemble returns, obtain signatures, and review the finished product with the client while maintaining high service standards. Training is provided, with opportunities to grow in tax season.

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.
• Additional course work in math, accounting, or finance.

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

Client data entry

Tax interview support

Customer service

Windows-based software

State/local tax rules

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Oxford, NC is seeking an entry-level Tax Associate to support the tax interview process and help clients complete their returns with accuracy and care.

You will enter client and W-2 information into our tax software, assemble returns, obtain signatures, and review the finished product with the client while maintaining high service standards. Training is provided, with opportunities to grow in tax season.