Tax Return Support Specialist

H&R Block, Inc.; Snake Spring Township (PA); On-site; USD 17,000 - 21,000; Full time

Job summary

H&R Block, Inc. is seeking an assistant to support tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the final product with clients, while completing bookkeeping steps.

The role emphasizes delivering superior service to every client and performing other duties as needed. A high school diploma, basic reading/math skills, and clear communication are required, along with experience

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

Reading and math skills

Effective communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an assistant to support tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the final product with clients, while completing bookkeeping steps.

The role emphasizes delivering superior service to every client and performing other duties as needed. A high school diploma, basic reading/math skills, and clear communication are required, along with experience