Tax Prep Assistant: Client‑Focused Tax Interviews

H&R Block, Inc.; Belle Plaine (MN); Presencial; USD 22.000 - 28.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in Minnesota. You will enter client and W-2 information into the tax program at the start of the interview and help assemble the tax return at the end, ensuring accuracy and obtaining signatures.

You will contribute to delivering superior service to all clients, assist with closing procedures, and perform other duties as assigned, requiring basic reading, math, and communication skills.

Formación

• 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.
• 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.

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 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

Reading and math skills

Communication skills

Windows familiarity

Educación

High school diploma or equivalent

Herramientas

Windows-based software

Descripción del empleo

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in Minnesota. You will enter client and W-2 information into the tax program at the start of the interview and help assemble the tax return at the end, ensuring accuracy and obtaining signatures.

You will contribute to delivering superior service to all clients, assist with closing procedures, and perform other duties as assigned, requiring basic reading, math, and communication skills.