Tax Prep Assistant - Build Client Confidence & Finances

H&R Block, Inc.; Estherville (IA); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a role focused on assisting in tax interviews and client service in Estherville, IA. You will enter client information, help assemble tax returns, and review results with clients to ensure accuracy and satisfaction.

Strong communication, math skills, and experience with Windows-based programs are preferred; some state/local requirements may apply. This is a hands-on, entry-level opportunity with training provided.

Qualifikationen

• High school equivalency required to begin and finish tasks.
• Reading and math skills suitable for the tax interview.
• Ability to communicate effectively in person and on the phone.

Aufgaben

• 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 signatures, and reviewing with the client.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Kenntnisse

Communication skills

Math skills

Windows experience

Ausbildung

High school diploma or equivalent

Jobbeschreibung

H&R Block, Inc. is seeking a role focused on assisting in tax interviews and client service in Estherville, IA. You will enter client information, help assemble tax returns, and review results with clients to ensure accuracy and satisfaction.

Strong communication, math skills, and experience with Windows-based programs are preferred; some state/local requirements may apply. This is a hands-on, entry-level opportunity with training provided.