Tax Prep Assistant — Build Client-Focused Returns

H&R Block; Lykens (Dauphin County); On-site; USD 25,000 - 38,000; Full time

Job summary

H&R Block in the United States is seeking an entry-level tax assistant to help guide clients through the tax interview, entering client and W-2 information into the tax program. You will support the team by ensuring data accuracy and delivering excellent service.

You’ll collaborate with clients and staff to assemble returns, obtain required signatures, review the finished product, and complete bookkeeping procedures, while adhering to local requirements and company standards.

Qualifications

• High school diploma or equivalent required.
• 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 skills

Reading and math skills

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in the United States is seeking an entry-level tax assistant to help guide clients through the tax interview, entering client and W-2 information into the tax program. You will support the team by ensuring data accuracy and delivering excellent service.

You’ll collaborate with clients and staff to assemble returns, obtain required signatures, review the finished product, and complete bookkeeping procedures, while adhering to local requirements and company standards.