Tax Prep Assistant: Client-Focused Returns Support

H&R Block; Hamburg (Berks County); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block in Hamburg, PA seeks an entry-level Tax Assistant to support the tax interview process and client service. You will enter client and W-2 information, assemble tax returns, obtain signatures, review results with clients, and complete bookkeeping steps.

The role requires a high school diploma or equivalent, solid reading and math skills, and the ability to communicate effectively in person and by phone. Familiarity with Windows-based programs is a plus.

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 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 in Hamburg, PA seeks an entry-level Tax Assistant to support the tax interview process and client service. You will enter client and W-2 information, assemble tax returns, obtain signatures, review results with clients, and complete bookkeeping steps.

The role requires a high school diploma or equivalent, solid reading and math skills, and the ability to communicate effectively in person and by phone. Familiarity with Windows-based programs is a plus.