Tax Prep Assistant & Client Services Lead

H&R Block, Inc.; Montgomery City (MO); Presencial; USD 30.000 - 42.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking an individual to support the tax interview process at our Missouri location. You will enter client and W-2 information into the tax software and help assemble returns, ensuring accuracy and clear communication with clients.

The role focuses on delivering superior service to H&R Block clients and performing closing interview duties, including signatures, review, and bookkeeping tasks as needed.

Formación

• 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

Conocimientos

Reading and math skills

Communication skills

Windows-based computer programs

Educación

High school diploma or equivalent

Descripción del empleo

H&R Block, Inc. is seeking an individual to support the tax interview process at our Missouri location. You will enter client and W-2 information into the tax software and help assemble returns, ensuring accuracy and clear communication with clients.

The role focuses on delivering superior service to H&R Block clients and performing closing interview duties, including signatures, review, and bookkeeping tasks as needed.