Tax Prep Assistant — Build Client Relationships

H&R Block, Inc.; Columbus Junction (IA); Sur place; USD 19 000 - 25 000; Plein temps

Résumé du poste

H&R Block, Inc. in Columbus Junction, IA is looking for an entry-level Tax Assistant to support the tax interview process. You will enter client and W-2 data, help assemble returns, and obtain signatures at the interview closing.

You will review the completed tax return with clients and complete basic bookkeeping procedures, ensuring each client receives excellent service. Windows experience is beneficial.

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 and math skills

Communication skills

Windows-based computer programs

Formation

High school diploma or equivalent

Description du poste

H&R Block, Inc. in Columbus Junction, IA is looking for an entry-level Tax Assistant to support the tax interview process. You will enter client and W-2 data, help assemble returns, and obtain signatures at the interview closing.

You will review the completed tax return with clients and complete basic bookkeeping procedures, ensuring each client receives excellent service. Windows experience is beneficial.