Tax Prep Assistant - Client-Focused Returns Support

H&R Block, Inc.; Lykens (Dauphin County); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Associate to help with the tax interview process and client service. You will enter client and W-2 information, assist in assembling returns, and ensure accurate, complete tax filings for each client.

The role emphasizes strong communication, Microsoft Windows-based software experience, and adherence to filing standards within a franchise setting.

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

Communication

Customer service

Data entry

Windows

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking an entry-level Tax Associate to help with the tax interview process and client service. You will enter client and W-2 information, assist in assembling returns, and ensure accurate, complete tax filings for each client.

The role emphasizes strong communication, Microsoft Windows-based software experience, and adherence to filing standards within a franchise setting.