About the Role
Inspire people to make confident, informed decisions about their lives, careers, and money, while building client relationships that grow stronger every year.
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.
- Perform all other duties as assigned.
Requirements
- 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.
Education Level
- High school diploma or equivalent
About the Company
- The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.
