Tax Prep & Client Relations Assistant

H&R Block; Mount Pleasant (TX); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Mount Pleasant, TX is seeking an entry-level team member to support the tax interview process. You will enter client and W-2 information into the tax program and help assemble tax returns. You will review the finished product with the client, obtain signatures, and ensure every client receives superior service.

Additional duties may be assigned as needed within the franchise office. Comfort with reading and math, along with strong communication skills, will help you succeed in a

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based programs helpful.

Responsibilities

• 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

Skills

Reading

Math

Communication

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block in Mount Pleasant, TX is seeking an entry-level team member to support the tax interview process. You will enter client and W-2 information into the tax program and help assemble tax returns. You will review the finished product with the client, obtain signatures, and ensure every client receives superior service.

Additional duties may be assigned as needed within the franchise office. Comfort with reading and math, along with strong communication skills, will help you succeed in a