Tax Prep Assistant - Client Service & Data Entry

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

Résumé du poste

H&R Block, Inc. in Ravenna, OH is seeking an associate to assist during the tax interview. You will enter client and W-2 information into the tax program at the interview start and help assemble the return at close, while ensuring high-quality service for every client.

You'll review the finished product with clients, obtain signatures, and complete bookkeeping steps, with additional duties as assigned. Strong reading/math and communication skills are essential.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• 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

Communication skills

Reading skills

Math skills

Customer service

Formation

High school diploma or equivalent

Outils

Windows-based software

Description du poste

H&R Block, Inc. in Ravenna, OH is seeking an associate to assist during the tax interview. You will enter client and W-2 information into the tax program at the interview start and help assemble the return at close, while ensuring high-quality service for every client.

You'll review the finished product with clients, obtain signatures, and complete bookkeeping steps, with additional duties as assigned. Strong reading/math and communication skills are essential.