Tax Prep Assistant — Build Client Finance Skills

H&R Block; Roanoke (AL); Sur place; USD 30 000 - 45 000; Plein temps

Résumé du poste

H&R Block in Roanoke, AL is seeking an entry-level tax assistant to support the interview process and tax preparation. You will enter client and W-2 information into the tax program, then assist with assembling the tax return, obtaining signatures, and reviewing the finished product with the client, along with bookkeeping tasks.

The role emphasizes accurate data entry, client service, and reliable support for filing tax documents, with opportunities to learn essential tax preparation procedures.

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.

Responsabilités

• Enter client and W-2 information into the tax program at the start of the interview.
• Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Connaissances

Reading skills

Math skills

Communication

Windows-based software

Formation

High school diploma

Outils

Windows-based software

Description du poste

H&R Block in Roanoke, AL is seeking an entry-level tax assistant to support the interview process and tax preparation. You will enter client and W-2 information into the tax program, then assist with assembling the tax return, obtaining signatures, and reviewing the finished product with the client, along with bookkeeping tasks.

The role emphasizes accurate data entry, client service, and reliable support for filing tax documents, with opportunities to learn essential tax preparation procedures.