Tax Return Prep & Client Support Specialist

H&R Block, Inc.; Windham (CT); On-site; USD 30,000 - 40,000; Full time

Job summary

H&R Block, Inc. is seeking a position to assist with the tax interview, data entry, and finishing the filing process in a client-focused environment. The role emphasizes accuracy in W-2 handling and assembling returns for client review.

Ideal candidates have a high school diploma, good reading/math skills, and strong communication abilities. State and local requirements may apply, and familiarity with Windows PCs is preferred.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.
• Additional state and local requirements may apply.

Responsibilities

• Assist with entering client and W-2 information into the tax program.
• Assist with closing the interview by assembling the tax return and obtaining signatures.
• Review the finished product with the client and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.

Skills

Reading

Math

Communication

Windows programs

State/local requirements may apply

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking a position to assist with the tax interview, data entry, and finishing the filing process in a client-focused environment. The role emphasizes accuracy in W-2 handling and assembling returns for client review.

Ideal candidates have a high school diploma, good reading/math skills, and strong communication abilities. State and local requirements may apply, and familiarity with Windows PCs is preferred.