Tax Prep Assistant: Build Client Trust & Returns

H&R Block, Inc.; Tamaqua (Schuylkill County); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to help prepare returns and support clients throughout the tax process. You will enter client and W-2 information, assist with assembling returns, obtain signatures, and review the finished product with the client. This role emphasizes accuracy, communication, and superior service.

No prior tax experience required; training provided. This role offers exposure to real-world tax filing and customer service in a franchise office.

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 and math skills

Communication skills

Windows-based computer programs

Education

High school diploma or equivalent

Additional coursework in math/accounting/finance

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to help prepare returns and support clients throughout the tax process. You will enter client and W-2 information, assist with assembling returns, obtain signatures, and review the finished product with the client. This role emphasizes accuracy, communication, and superior service.

No prior tax experience required; training provided. This role offers exposure to real-world tax filing and customer service in a franchise office.