Tax Return Support Specialist - Client-Focused

H&R Block, Inc.; Fairfield (IA); On-site; USD 32,000 - 42,000; Part time

Job summary

H&R Block is seeking an entry-level team member to assist with the tax interview process. You will enter client and W-2 data, help assemble and review tax returns, obtain signatures, and ensure high-quality service for every client.

The role focuses on accurate data entry, clear communication with clients, and adherence to franchisee procedures. This position is typically part-time and seasonal, supporting busy tax seasons.

Qualifications

• 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

Math skills

Communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level team member to assist with the tax interview process. You will enter client and W-2 data, help assemble and review tax returns, obtain signatures, and ensure high-quality service for every client.

The role focuses on accurate data entry, clear communication with clients, and adherence to franchisee procedures. This position is typically part-time and seasonal, supporting busy tax seasons.