Tax Prep Assistant — Client-Focused Returns Support

H&R Block, Inc.; Apex (NC); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking a detail-oriented associate to assist with tax interviews at the Apex franchise office. You will help collect client information and W-2 data into the tax program, maintaining accuracy and confidentiality throughout the process.

You will support both the opening and closing of interviews, assemble the tax return, obtain signatures, review the product with the client, and perform bookkeeping procedures as needed, ensuring every client receives superior service.

Qualifications

• 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 skills

Math skills

Communication

Windows programs

Formation

High school diploma or equivalent

Outils

Windows-based programs

Description du poste

H&R Block, Inc. is seeking a detail-oriented associate to assist with tax interviews at the Apex franchise office. You will help collect client information and W-2 data into the tax program, maintaining accuracy and confidentiality throughout the process.

You will support both the opening and closing of interviews, assemble the tax return, obtain signatures, review the product with the client, and perform bookkeeping procedures as needed, ensuring every client receives superior service.