Tax Prep Assistant: Client Service & Data Entry

H&R Block, Inc.; Shakopee (MN); Presencial; USD 22 000 - 28 000; Tempo integral

Resumo da oferta

H&R Block, Inc. in Minnesota is seeking a detail-oriented associate to assist with early tax interview steps and secure accurate client information.

You will enter client and W-2 data into the tax program, help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring every client receives superior service. This role focuses on accuracy, customer service, and compliance, with opportunities to grow as you gain experience

Qualificações

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs.
• Additional state and local requirements may apply.

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 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

Conhecimentos

Reading

Math

Communication

Windows-based programs

Formação académica

High school diploma or equivalent

Descrição da oferta de emprego

H&R Block, Inc. in Minnesota is seeking a detail-oriented associate to assist with early tax interview steps and secure accurate client information.

You will enter client and W-2 data into the tax program, help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring every client receives superior service. This role focuses on accuracy, customer service, and compliance, with opportunities to grow as you gain experience