Tax Prep Assistant: Build Client Relationships

H&R Block; Town of Hartford (WI); Presencial; USD 17.000 - 25.000; A tiempo parcial

Descripción de la vacante

H&R Block is seeking staff to assist with the tax interview process, entering client and W-2 data and helping assemble and review completed returns with clients. You will help ensure accuracy and timely completion while maintaining superb service standards.

This role emphasizes clear communication, attention to detail, and the ability to work with Windows-based tax software. Franchise-level supervision applies, with other duties as assigned.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Communication skills

Reading and math skills

Interpersonal skills

Customer service

Educación

High school diploma or equivalent

Herramientas

Windows-based programs

Descripción del empleo

H&R Block is seeking staff to assist with the tax interview process, entering client and W-2 data and helping assemble and review completed returns with clients. You will help ensure accuracy and timely completion while maintaining superb service standards.

This role emphasizes clear communication, attention to detail, and the ability to work with Windows-based tax software. Franchise-level supervision applies, with other duties as assigned.