H&R Block - Mount Horeb, WI
posted 4 days ago
- Entry Level
Mount Horeb, WI
Professional, Scientific, and Technical Services
About the position
As a tax preparer, you will be responsible for assisting clients with their tax returns. This includes entering client and W-2 information into the tax program, ensuring that all necessary information is accurately captured. You will also play a crucial role in the closing of the interview process by assembling the tax return, obtaining required signatures, and reviewing the finished product with the client. Additionally, you will be responsible for completing bookkeeping procedures to ensure that all records are maintained accurately. Your primary goal will be to ensure that all H&R Block clients receive superior service throughout the tax preparation process.
Responsibilities
- Begin the tax return 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
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
