Tax Prep Assistant: Client Service & Returns

H&R Block, Inc.; Dodd Colonia (TX); Presencial; USD 32 000 - 52 000; Tempo integral

Resumo da oferta

H&R Block, Inc. in Texas seeks an entry-level assistant to support tax interviews. You will enter client and W-2 data into the tax software and help prepare documents for the interview.

You will assemble returns, obtain signatures, review the completed product with clients, and complete bookkeeping procedures, delivering superior service. A high school diploma and basic math/reading skills are required, with familiarity using Windows programs helpful.

Qualificações

• 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
• 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 skills

Math skills

Communication

Windows basics

Formação académica

High school diploma or equivalent

Descrição da oferta de emprego

H&R Block, Inc. in Texas seeks an entry-level assistant to support tax interviews. You will enter client and W-2 data into the tax software and help prepare documents for the interview.

You will assemble returns, obtain signatures, review the completed product with clients, and complete bookkeeping procedures, delivering superior service. A high school diploma and basic math/reading skills are required, with familiarity using Windows programs helpful.