Tax Prep Assistant: Client-Focused Returns & Bookkeeping

H&R Block, Inc.; New Alexandria (Westmoreland County); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. in New Alexandria, PA, is seeking an entry-level teammate to support tax interviews by entering client and W-2 information into our tax program and ensuring accurate data.

You will close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

Strong communication, basic math skills, and familiarity with Windows-based programs help deliver superior service to every client.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.

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

Effective communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in New Alexandria, PA, is seeking an entry-level teammate to support tax interviews by entering client and W-2 information into our tax program and ensuring accurate data.

You will close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

Strong communication, basic math skills, and familiarity with Windows-based programs help deliver superior service to every client.