Tax Prep Assistant: Deliver Accurate Client Returns

H&R Block, Inc.; Putnam (CT); Presencial; USD 28.000 - 34.000; Jornada completa

Descripción de la vacante

H&R Block is seeking an entry-level associate in Putnam, Connecticut, to support tax interviews and return preparation. You will input client and W-2 data, assemble returns for signatures, and ensure high-quality service for every client interaction.

Strong reading and math skills, plus basic Windows software experience, are required. State and local requirements may apply and training will be provided.

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

Customer service

Communication skills

Reading skills

Math skills

Windows familiarity

Educación

High school diploma or equivalent

Herramientas

Windows-based software

Descripción del empleo

H&R Block is seeking an entry-level associate in Putnam, Connecticut, to support tax interviews and return preparation. You will input client and W-2 data, assemble returns for signatures, and ensure high-quality service for every client interaction.

Strong reading and math skills, plus basic Windows software experience, are required. State and local requirements may apply and training will be provided.