Tax Prep Assistant: Client Service & Tax Return Assembly

H&R Block, Inc.; Corry (Erie County); On-site; USD 27,000 - 38,000; Full time

Job summary

H&R Block, Inc. in Corry, PA seeks an entry-level tax assistant to support the tax interview by entering client and W-2 information into our tax software.

You will assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the product with the client, and completing bookkeeping procedures. Strong reading and math skills, clear communication in person and on the phone, and experience with Windows-based programs are required; additional state/local requirements

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

Reading and math

Communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Corry, PA seeks an entry-level tax assistant to support the tax interview by entering client and W-2 information into our tax software.

You will assist with closing the interview by assembling the tax return, obtaining signatures, reviewing the product with the client, and completing bookkeeping procedures. Strong reading and math skills, clear communication in person and on the phone, and experience with Windows-based programs are required; additional state/local requirements