Tax Prep Assistant: Client Service & Returns

H&R Block, Inc.; Hermitage (Mercer County); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking an entry-level associate to assist with tax interviews and tax return preparation in a client-facing role. You will enter client and W-2 information into tax software and help assemble returns for signature while ensuring accurate bookkeeping procedures.

Strong communication skills and basic Windows experience are required, with additional state and local requirements possibly applying. This role emphasizes superior client service and teamwork.

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.
• Previous experience with Windows-based computer programs.
• 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

Communication

Windows-based programs

Ausbildung

High school diploma or equivalent

Tools

Windows

Jobbeschreibung

H&R Block, Inc. is seeking an entry-level associate to assist with tax interviews and tax return preparation in a client-facing role. You will enter client and W-2 information into tax software and help assemble returns for signature while ensuring accurate bookkeeping procedures.

Strong communication skills and basic Windows experience are required, with additional state and local requirements possibly applying. This role emphasizes superior client service and teamwork.