Tax Returns Assistant & Client Service

H&R Block, Inc.; Washington Charter Township (MI); On-site; USD 18,000 - 23,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level tax associate who will assist with the beginning of the tax interview by entering client and W-2 information into the tax program, and help assemble the tax return.

You will review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure all clients receive superior service—while complying with state and local requirements.

Qualifications

• High school diploma or equivalent is required.
• 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

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. is seeking an entry-level tax associate who will assist with the beginning of the tax interview by entering client and W-2 information into the tax program, and help assemble the tax return.

You will review the finished product with the client, obtain signatures, complete bookkeeping procedures, and ensure all clients receive superior service—while complying with state and local requirements.