Tax Prep Assistant: Help Clients File with Confidence

H&R Block, Inc.; Plymouth (NC); Presencial; USD 19 000 - 25 000; Tempo integral

Resumo da oferta

H&R Block is seeking an entry-level associate to assist with the tax interview process and client service in the Plymouth, NC area. You will input client and W-2 data, help assemble returns, obtain signatures, and review the completed tax product with clients.

The role emphasizes accuracy in data entry, strong communication by phone and in person, and adherence to state/local requirements. Prior familiarity with Windows programs is preferred.

Qualificações

• 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.

Conhecimentos

Reading & math

Communication

Windows-based programs

Formação académica

High school diploma or equivalent

Ferramentas

Windows OS

Descrição da oferta de emprego

H&R Block is seeking an entry-level associate to assist with the tax interview process and client service in the Plymouth, NC area. You will input client and W-2 data, help assemble returns, obtain signatures, and review the completed tax product with clients.

The role emphasizes accuracy in data entry, strong communication by phone and in person, and adherence to state/local requirements. Prior familiarity with Windows programs is preferred.