Tax Prep Assistant: Client-Focused Tax Support

H&R Block, Inc.; Blanco (TX); Sur place; USD 19 000 - 30 000; Plein temps

Résumé du poste

H&R Block, Inc. is seeking a role that supports tax interview processes in our Texas offices. You will enter client and W-2 information into the tax program and help assemble returns.

In this role, you will review the finished tax product with clients, obtain signatures, and complete bookkeeping procedures while delivering superior service to all clients. Additional duties may be assigned as needed.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills needed to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs; other state/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 skills

Windows-based programs

Formation

High school diploma or equivalent

Outils

Windows-based programs

Description du poste

H&R Block, Inc. is seeking a role that supports tax interview processes in our Texas offices. You will enter client and W-2 information into the tax program and help assemble returns.

In this role, you will review the finished tax product with clients, obtain signatures, and complete bookkeeping procedures while delivering superior service to all clients. Additional duties may be assigned as needed.