Tax Prep Assistant: Client-Focused Tax Interview Aide

H&R Block, Inc.; Chesterland (OH); Sur place; USD 17 000 - 22 000; Plein temps

Résumé du poste

H&R Block, Inc. seeks a team member to support tax interviews by entering client and W-2 information into our tax software and assisting with the closing of interviews. You will assemble the tax return, obtain signatures, review the completed product with the client, and complete bookkeeping procedures.

You will strive to deliver superior service to every client and work with the team to ensure accuracy and efficiency in every tax return processed.

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 programs

Formation

High school diploma or equivalent

Outils

Windows-based tax software

Description du poste

H&R Block, Inc. seeks a team member to support tax interviews by entering client and W-2 information into our tax software and assisting with the closing of interviews. You will assemble the tax return, obtain signatures, review the completed product with the client, and complete bookkeeping procedures.

You will strive to deliver superior service to every client and work with the team to ensure accuracy and efficiency in every tax return processed.