Tax Prep Support Specialist

H&R Block; Croswell (MI); Presencial; USD 32.000 - 42.000; Jornada completa

Descripción de la vacante

H&R Block in Michigan is seeking a detail-oriented team member to support tax interviews by entering client and W-2 information into the tax software and by helping assemble tax returns for closing with clients. You will obtain signatures, review deliverables, and complete bookkeeping steps to ensure accuracy.

As part of the client-focused team, you will communicate clearly in person and over the phone, handling Windows-based tools and basic math tasks.

Formación

• 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.

Conocimientos

Communication

Reading

Math skills

Windows

Educación

High school diploma or equivalent

Herramientas

Windows

Descripción del empleo

H&R Block in Michigan is seeking a detail-oriented team member to support tax interviews by entering client and W-2 information into the tax software and by helping assemble tax returns for closing with clients. You will obtain signatures, review deliverables, and complete bookkeeping steps to ensure accuracy.

As part of the client-focused team, you will communicate clearly in person and over the phone, handling Windows-based tools and basic math tasks.