Tax Prep Assistant — Client-Focused Tax Returns Support

H&R Block, Inc.; Montevideo (MN); Vor Ort; USD 22.000 - 34.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Minnesota seeks an entry-level tax support specialist to assist during the tax interview by entering client and W-2 information into the tax software, ensuring accuracy and efficiency.

You will help close interviews by assembling returns, obtaining signatures, and reviewing the finished product with clients, while maintaining superior service and compliance. The role requires a high school diploma and basic reading and math skills, with familiarity of Windows-based programs,

Qualifikationen

• Reading and math skills to begin and finish the tax interview
• Ability to communicate effectively in person and on the phone
• Experience with Windows-based computer programs may apply

Aufgaben

• 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
• Ensure all H&R Block clients are receiving superior service

Kenntnisse

Reading skills

Math skills

Communication

Windows familiarity

Ausbildung

High school diploma or equivalent

Tools

Windows-based programs

Jobbeschreibung

H&R Block, Inc. in Minnesota seeks an entry-level tax support specialist to assist during the tax interview by entering client and W-2 information into the tax software, ensuring accuracy and efficiency.

You will help close interviews by assembling returns, obtaining signatures, and reviewing the finished product with clients, while maintaining superior service and compliance. The role requires a high school diploma and basic reading and math skills, with familiarity of Windows-based programs,