Tax Return Prep & Client Services Associate

H&R Block, Inc.; Cornelia (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews, enter client and W-2 data, and assemble returns. You will review the finished product with clients and ensure superior service at every step. The role supports franchise operations and may involve general bookkeeping tasks.

Ideal candidates have a high school diploma, basic math/reading skills, and experience with Windows-based programs. State/local requirements may vary by location.

Qualifications

• 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

• 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 skills

Math skills

Communication

Windows proficiency

Education

High school diploma

Tools

Tax software

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with tax interviews, enter client and W-2 data, and assemble returns. You will review the finished product with clients and ensure superior service at every step. The role supports franchise operations and may involve general bookkeeping tasks.

Ideal candidates have a high school diploma, basic math/reading skills, and experience with Windows-based programs. State/local requirements may vary by location.