Tax Return Assistant—Client Service & Data Entry

H&R Block, Inc.; Owingsville (KY); Sur place; USD 17 000 - 25 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking a Tax Interview Assistant in Owingsville, KY to help begin tax interviews by entering client and W-2 data, and to assist in closing interviews by assembling returns and obtaining signatures.

You will review the final product with clients and help complete bookkeeping procedures, ensuring superior service for all clients. Strong communication and basic Windows skills are required.

Qualifications

• 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.

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

Communication

Reading

Math Skills

Windows familiarity

Formation

High school diploma

Outils

Windows-based programs

Description du poste

H&R Block, Inc. is seeking a Tax Interview Assistant in Owingsville, KY to help begin tax interviews by entering client and W-2 data, and to assist in closing interviews by assembling returns and obtaining signatures.

You will review the final product with clients and help complete bookkeeping procedures, ensuring superior service for all clients. Strong communication and basic Windows skills are required.