Tax Prep Support Specialist (Client-Focused)

H&R Block, Inc.; Fenton (MI); In loco; USD 17.000 - 22.000; Tempo pieno

Descrizione del lavoro

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant at a Michigan franchise office. You’ll help start the tax interview by entering client and W-2 information into our tax program and support the closing steps with the client, including signatures and review.

You will work to ensure all clients receive superior service, and you may handle additional duties as assigned while learning bookkeeping procedures and tax workflow.

Competenze

• Reading and math skills required to begin and finish the tax 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.

Mansioni

• 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.

Conoscenze

Reading

Math

Communication

Windows-based software

Formazione

High school diploma or equivalent

Strumenti

Windows-based programs

Descrizione del lavoro

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant at a Michigan franchise office. You’ll help start the tax interview by entering client and W-2 information into our tax program and support the closing steps with the client, including signatures and review.

You will work to ensure all clients receive superior service, and you may handle additional duties as assigned while learning bookkeeping procedures and tax workflow.