Tax Prep Support Specialist

H&R Block, Inc.; Wadsworth (OH); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented team member to assist with the start of tax interviews by entering client and W-2 information into the tax program and to help close the interview by assembling returns and obtaining signatures.

You will ensure all clients receive superior service, review the finished product with the client, and perform bookkeeping procedures; strong reading, math, and communication skills are essential.

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.

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 skills

Math skills

Communication

Windows programs

Education

High school diploma or equivalent

Tools

Tax software

Job description

H&R Block, Inc. is seeking a detail-oriented team member to assist with the start of tax interviews by entering client and W-2 information into the tax program and to help close the interview by assembling returns and obtaining signatures.

You will ensure all clients receive superior service, review the finished product with the client, and perform bookkeeping procedures; strong reading, math, and communication skills are essential.