Tax Prep Assistant: Client-Focused & Detail-Oriented

H&R Block; Indiana (PA); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block is seeking an entry-level assistant to support the tax interview process, entering client and W-2 information, and helping prepare returns.

You will ensure accuracy, review the completed tax product with the client, and complete bookkeeping steps. Experience with Windows programs is helpful, and state/local requirements may apply. This role emphasizes friendly service within a franchise setting.

Qualifications

• High school diploma or equivalent.
• Reading and math skills 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 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

Windows OS

State/local rules

Education

High school diploma or equivalent

Job description

H&R Block is seeking an entry-level assistant to support the tax interview process, entering client and W-2 information, and helping prepare returns.

You will ensure accuracy, review the completed tax product with the client, and complete bookkeeping steps. Experience with Windows programs is helpful, and state/local requirements may apply. This role emphasizes friendly service within a franchise setting.