Tax Prep Assistant: Help Clients with Confident Returns

H&R Block, Inc.; Saint Paul (MN); Vor Ort; USD 28.000 - 32.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in Saint Paul, MN. You will help start and finish tax interviews, entering client and W-2 data, assembling returns, obtaining signatures, and reviewing outcomes with clients.

Strong reading, math, and communication skills are required, along with experience using Windows-based programs. Some state/local requirements may apply; duties include general client service and filing tasks.

Qualifikationen

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.

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 skills

Communication skills

Windows-based software

Ausbildung

High school diploma

Tools

Windows-based computer programs

Jobbeschreibung

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant in Saint Paul, MN. You will help start and finish tax interviews, entering client and W-2 data, assembling returns, obtaining signatures, and reviewing outcomes with clients.

Strong reading, math, and communication skills are required, along with experience using Windows-based programs. Some state/local requirements may apply; duties include general client service and filing tasks.