Tax Prep Assistant: Client-Focused Tax Entry & Support

H&R Block, Inc.; Shamokin (Northumberland County); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block is seeking a Tax Assistant in Shamokin, PA. You will help begin tax interviews by entering client and W-2 information into the tax program, and you will assist with closing interviews by assembling returns and obtaining signatures.

You will focus on delivering superior service to clients, using Windows-based software, and adhering to state and local requirements. A high school diploma and clear communication are required; additional coursework in math or finance is preferred.

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 skills

Reading and math skills

Customer service orientation

Verbal communication

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a Tax Assistant in Shamokin, PA. You will help begin tax interviews by entering client and W-2 information into the tax program, and you will assist with closing interviews by assembling returns and obtaining signatures.

You will focus on delivering superior service to clients, using Windows-based software, and adhering to state and local requirements. A high school diploma and clear communication are required; additional coursework in math or finance is preferred.