Tax Prep Assistant: Client-Focused Tax Support

H&R Block, Inc.; Liberty (NC); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in the United States is looking for a team member to support the tax interview process by entering client and W-2 information into the tax program and helping assemble returns.

You will review the completed tax return with the client, obtain signatures, and perform bookkeeping tasks while ensuring every client receives superior service.

This role emphasizes communication, basic math and reading skills, and compliance with state and local requirements.

Qualifikationen

• 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.
• Additional state and local requirements 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, and completing bookkeeping procedures
• Ensure all H&R Block clients are receiving superior service
• All other duties as assigned

Kenntnisse

Reading and math skills

Communication skills

Ausbildung

High school diploma or equivalent

Tools

Windows-based programs

Jobbeschreibung

H&R Block, Inc. in the United States is looking for a team member to support the tax interview process by entering client and W-2 information into the tax program and helping assemble returns.

You will review the completed tax return with the client, obtain signatures, and perform bookkeeping tasks while ensuring every client receives superior service.

This role emphasizes communication, basic math and reading skills, and compliance with state and local requirements.