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Online Assist

Company: H&R Block
Location: Wyoming
Posted on: May 6, 2021

Job Description:

What you'll do...

Online Assist is a virtual service clients can choose to add on to their H&R Block online tax preparation experience. The Online Assist service is a chat and outgoing phone call and video experience, equipped with real-time screen-share between clients and tax experts. Tax pros can contact clients via phone or live video during screen-share sessions to quickly help resolve client questions and alleviate filing concerns. Online Assist enables a tax professional to answer targeted tax questions or address navigation issues along with the client as they are completing their online return. With unlimited chat availability to the client, tax agents can answer a few questions or double-check parts of the client's tax return. However, tax preparers will not receive or review source docs or make any edits to a client's tax return. The Online Assist tax pro is not signing the tax return.

Day to day, you'll...

Partner with DIY clients and answer clients immediate tax questions.

Research when you don't know the answer to a tax question

Explain calculations, where to enter data into the program.

Learn our do-it-yourself online program and our software tools to communicate clearly with customers via chat, video, screen share or on the phone.

Pass training related to the effective and efficient performance of job duties.

About H&R Block...

We're here to live our purpose-to provide help and inspire confidence in our clients and communities everywhere. We take our work personally, because we know what it represents: Families and homes. Livelihoods and lives.

We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to approximately 12,000 tax offices throughout the United States and around the world. When you join our team, you'll add to the momentum of a forward-thinking company-one that defined an industry and is now leading its transformation.

It would be even better if you also had...

Ability to communicate clearly and calmly on the telephone, email and chat and use effective customer service techniques with associates who may be under stress.
Certification level 3 and above
Demonstrated analytical and problem solving skills

What you'll bring to the team...

High school diploma or equivalent

Keywords: H&R Block, Wyoming , Online Assist, Hospitality & Tourism , Wyoming, Michigan

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