Tax Prep Support Specialist

H&R Block, Inc.; Annapolis (MD); Sur place; USD 21 000 - 28 000; Plein temps

Résumé du poste

H&R Block, Inc. seeks an assistant to begin and end tax interviews by entering client and W-2 data into the tax program and then assembling the tax return for signatures.

You will review the finished product with the client and complete bookkeeping procedures while ensuring all clients receive superior service. This role emphasizes accuracy in data entry, clear communication in person and on the phone, and adherence to state and local requirements.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Reading skills

Math skills

Communication skills

Windows-based programs

Formation

High school diploma or equivalent

Outils

Windows-based software

Description du poste

H&R Block, Inc. seeks an assistant to begin and end tax interviews by entering client and W-2 data into the tax program and then assembling the tax return for signatures.

You will review the finished product with the client and complete bookkeeping procedures while ensuring all clients receive superior service. This role emphasizes accuracy in data entry, clear communication in person and on the phone, and adherence to state and local requirements.