AddressDescription
ESSENTIAL DUTIES AND RESPONSIBILITIES
Greets and welcomes each client in a cheerful and professional manner immediately as the client enters the tax office. Quickly determines the clients service needs and assigns the client to an appropriate Associatein the scheduling program.
Monitors client flow by managing and advising clients of the anticipated wait time and following-up when there are any expected delays.
Remains current with other H&R Block products and services in order to provide basic product information to clients. Reads other business publications, as recommended by the District Managers instructions. Promotes and provides information on additionaltax and financial products, which the company may make available. Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested. Transfers calls to available tax Associates as necessary to fully respond to inquiries or resolve problems.
Receives and secures cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end-of-the-day closing procedures. Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Managers instructions.
Schedules client appointments for the office staff. Assembles client folders as required, maintains confidential/sensitive files, and promptly files completed returns. Assists with the maintenance of COD pending and pick-up files.
Maintains proper office appearance and cleanliness. Ensures that workstation is neat and clean at all times and prepares for the following day by ensuring that adequate supplies are on hand.
Other duties as assigned.
