Tax Prep Assistant – Build Client Returns & Bookkeeping

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

Job summary

H&R Block, Inc. is seeking a tax associate to assist with the beginning of the tax interview by entering client and W-2 information into the tax program and to help ensure a smooth interview flow.

You will close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures, while delivering superior service to all clients. Additional state and local requirements may apply.

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

Reading skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a tax associate to assist with the beginning of the tax interview by entering client and W-2 information into the tax program and to help ensure a smooth interview flow.

You will close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures, while delivering superior service to all clients. Additional state and local requirements may apply.