Tax Filing Assistant: Build Clients, Prep Returns

H&R Block, Inc.; Adrian (MI); Sur place; USD 25 000 - 38 000; Plein temps

Résumé du poste

H&R Block is hiring a tax assistant in Michigan to support tax interviews by entering client and W-2 information into the tax software and assisting with early interview steps.

You will help assemble returns, obtain signatures, review outcomes with clients, and perform basic bookkeeping tasks. Strong reading, math, and communication skills, plus experience with Windows programs, are valued.

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.

Responsabilités

• 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

Connaissances

Reading

Math

Communication

Formation

High school diploma

Outils

Windows-based programs

Description du poste

H&R Block is hiring a tax assistant in Michigan to support tax interviews by entering client and W-2 information into the tax software and assisting with early interview steps.

You will help assemble returns, obtain signatures, review outcomes with clients, and perform basic bookkeeping tasks. Strong reading, math, and communication skills, plus experience with Windows programs, are valued.