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ESSENTIAL DUTIES AND RESPONSIBILITIES
Conducts interviews for the purpose of preparing complete, accurate tax returns utilizing Blocks customer service and programs. Provides tax information and offers appropriate tax-saving suggestions.
Practices excellent client service techniques to maximize the number of new and returning clients, not limited to but including contacting prior clients through the company Client Connectas directed.
Completes the required documentation for Efile and Instant Refundservice and delivers these services according to company procedures.
Collects all payments according to current company policy and procedures.
Reviews the status of COD, Hold & Drop-Off returns on an ongoing basis, following up with clients as necessary and reviews bulletin board items and responds accordingly.
Answers questions or handles inquiries from clients and other Block Associates, in person or on the phone and conducts any necessary research that may be required to provide complete and accurate responses.
Assist other Associates in the office in a team environment as required for the purpose of enhancing the client experience.
Demonstrates competency in the area of income tax knowledge and utilizes Blocks continuing professional education programs to attain, maintain, and strengthen tax expertise.
Performs other duties as assigned.
Accountant Specific Skills
- Prepare income tax returns from accounting records
Business Equipment and Computer Applications
- Excel
- Accounting software
- Simply Accounting
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