Tax Prep Assistant - Client-Facing & Data Entry

H&R Block, Inc.; Halifax (PA); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a Tax Interview Assistant to help begin the tax interview by entering client and W-2 information into the tax program and ensuring accuracy throughout the process.

You will assist with 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 duties may be assigned as needed.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to begin and finish the tax 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

Communication

Windows programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a Tax Interview Assistant to help begin the tax interview by entering client and W-2 information into the tax program and ensuring accuracy throughout the process.

You will assist with 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 duties may be assigned as needed.