Tax Prep Assistant: Client Service & Data Entry

H&R Block, Inc.; Mifflintown (Juniata County); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an entry‑level team member to assist with tax interviews and client service. You will input client and W‑2 data, assemble tax returns, obtain signatures, and review the final product with clients while maintaining excellent service standards.

Strong reading and math abilities, clear communication, and familiarity with Windows software are essential. Additional state/local requirements may apply.

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.

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry‑level team member to assist with tax interviews and client service. You will input client and W‑2 data, assemble tax returns, obtain signatures, and review the final product with clients while maintaining excellent service standards.

Strong reading and math abilities, clear communication, and familiarity with Windows software are essential. Additional state/local requirements may apply.