Tax Prep Assistant - Client Service & Returns Support

H&R Block, Inc.; Livingston (TN); Vor Ort; USD 28.000 - 36.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Livingston, TN seeks a team member to assist with early tax interviews by entering client data and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients.

This role emphasizes delivering superior service to every client, with additional duties as assigned. Strong reading, math, and communication skills are essential.

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 & math skills

Communication skills

Windows-based software

Customer service

Ausbildung

High school diploma or equivalent

Jobbeschreibung

H&R Block, Inc. in Livingston, TN seeks a team member to assist with early tax interviews by entering client data and W-2 information into the tax program. You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients.

This role emphasizes delivering superior service to every client, with additional duties as assigned. Strong reading, math, and communication skills are essential.