Tax Prep Assistant — Client-Focused Specialist

H&R Block; Danville (PA); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block is hiring for a role that supports tax interview processes and client service. The position involves entering client and W-2 information into the tax program, assembling tax returns, obtaining signatures, reviewing the product with clients, and completing bookkeeping procedures.

A focus on delivering superior service to all clients is emphasized. The role requires a high school diploma or equivalent, strong reading and math skills, effective communication, and familiarity with

Qualifications

• 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.

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

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block is hiring for a role that supports tax interview processes and client service. The position involves entering client and W-2 information into the tax program, assembling tax returns, obtaining signatures, reviewing the product with clients, and completing bookkeeping procedures.

A focus on delivering superior service to all clients is emphasized. The role requires a high school diploma or equivalent, strong reading and math skills, effective communication, and familiarity with