Tax Prep Assistant - Build Client Trust & Accurate Returns

H&R Block, Inc.; Lake Ariel (PA); On-site; USD 32,000 - 45,000; Full time

Job summary

H&R Block, Inc. is seeking a frontline Tax Interview Assistant in Lake Ariel, PA. You will support tax interviews by entering client data and W-2 information into our tax program, and help assemble returns for signing and review with clients.

You will ensure high standards of service for all clients and perform related bookkeeping duties as needed. The role emphasizes accuracy, client communication, and teamwork in a fast-paced environment.

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 skills

Reading skills

Math skills

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a frontline Tax Interview Assistant in Lake Ariel, PA. You will support tax interviews by entering client data and W-2 information into our tax program, and help assemble returns for signing and review with clients.

You will ensure high standards of service for all clients and perform related bookkeeping duties as needed. The role emphasizes accuracy, client communication, and teamwork in a fast-paced environment.