Tax Preparer Assistant: Build Client Trust & Tax Skills

H&R Block, Inc.; Claremore (OK); In loco; USD 26.000 - 38.000; Tempo pieno

Descrizione del lavoro

H&R Block, Inc. is looking for a team member in Claremore, OK to assist with the tax interview process, entering client and W-2 data, and assembling returns. You will ensure high-quality service and help with closing the interview and related bookkeeping steps.

The role emphasizes accurate data entry, effective communication with clients by phone and in person, and adhering to state and local requirements. Franchised offices may have specific processes.

Competenze

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• 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

Data entry

Communication skills

Math skills

Reading skills

Formazione

High school diploma or equivalent

Strumenti

Windows-based software

Descrizione del lavoro

H&R Block, Inc. is looking for a team member in Claremore, OK to assist with the tax interview process, entering client and W-2 data, and assembling returns. You will ensure high-quality service and help with closing the interview and related bookkeeping steps.

The role emphasizes accurate data entry, effective communication with clients by phone and in person, and adhering to state and local requirements. Franchised offices may have specific processes.