Tax Prep Assistant: Guide Tax Interviews & Returns

H&R Block, Inc.; Newport (OR); Vor Ort; USD 21.000 - 26.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking detail-oriented teammates to support busy tax interviews by entering client and W-2 information into the tax program. You will help start the interview and lay the groundwork for accurate tax returns.

In the closing phase, you will assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring exceptional service for all clients. Additional duties may be required.

Qualifikationen

• Must have a 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.
• 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 skills

Effective communication

Windows proficiency

State and local requirements

Ausbildung

High school diploma or equivalent

Jobbeschreibung

H&R Block, Inc. is seeking detail-oriented teammates to support busy tax interviews by entering client and W-2 information into the tax program. You will help start the interview and lay the groundwork for accurate tax returns.

In the closing phase, you will assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring exceptional service for all clients. Additional duties may be required.