Tax Prep Assistant: Client-Focused Tax Support

H&R Block; Pennsburg (Montgomery County); On-site; USD 1,929,000 - 2,480,000; Full time

Job summary

H&R Block in the United States is seeking a Frontline Tax Assistant who supports clients through the tax interview process, entering client and W-2 information into the tax program and ensuring accuracy. You will review the completed return with the client, obtain signatures, and complete bookkeeping procedures, while delivering superior service.

Additional duties may be assigned. Candidates should have strong reading and math skills, good communication, and familiarity with Windows-based

Qualifications

• High school diploma or equivalent required.
• 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.

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 skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block in the United States is seeking a Frontline Tax Assistant who supports clients through the tax interview process, entering client and W-2 information into the tax program and ensuring accuracy. You will review the completed return with the client, obtain signatures, and complete bookkeeping procedures, while delivering superior service.

Additional duties may be assigned. Candidates should have strong reading and math skills, good communication, and familiarity with Windows-based