Tax Prep Assistant — Build Client Confidence in Finances

H&R Block; Halifax (PA); On-site; USD 28,000 - 40,000; Full time

Job summary

H&R Block is seeking a role to support tax interviews by entering client and W-2 information into the tax program and helping assemble tax returns. The position involves obtaining signatures, reviewing the finished product with clients, and completing bookkeeping procedures, while ensuring all clients receive superior service.

Ideal candidates will have a high school diploma, basic reading and math skills, and ability to communicate well in person and on the phone.

Qualifications

• 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.

Responsibilities

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain required signatures, and review the finished product with the client.
• Complete bookkeeping procedures and ensure service quality for all clients.
• Perform other duties as assigned.

Skills

Reading & math

Communication skills

Windows-based software

Education

High school diploma or equivalent

Tools

Windows-based computer programs

Job description

H&R Block is seeking a role to support tax interviews by entering client and W-2 information into the tax program and helping assemble tax returns. The position involves obtaining signatures, reviewing the finished product with clients, and completing bookkeeping procedures, while ensuring all clients receive superior service.

Ideal candidates will have a high school diploma, basic reading and math skills, and ability to communicate well in person and on the phone.