Tax Interview & Return Assistant

H&R Block; Jeffersonville (PA); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block in Pennsylvania is seeking an entry-level Tax Associate to help begin client interviews, entering client and W-2 information into the tax program. No prior tax experience is required, as training is provided to support you through the season.

You will assist with assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures while delivering superior service to every client.

Qualifications

• 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.

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.
• All other duties as assigned.

Skills

Communication

Reading skills

Math skills

Customer service

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Pennsylvania is seeking an entry-level Tax Associate to help begin client interviews, entering client and W-2 information into the tax program. No prior tax experience is required, as training is provided to support you through the season.

You will assist with assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures while delivering superior service to every client.