Tax Prep Assistant: Deliver Clear, Confident Client Returns

H&R Block; Lewistown (Mifflin County); On-site; USD 32,000 - 44,000; Full time

Job summary

H&R Block Lewistown is seeking a team member to assist with tax interviews, entering client and W-2 data into the tax program and helping assemble returns. You will support the closing of interviews, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to every client.

This entry-level role requires strong reading and math skills, clear communication in person and by phone, and adaptability to additional

Qualifications

• High school diploma or equivalent
• Reading and math skills to begin and finish tax interview
• Ability to communicate effectively in person and on the phone
• 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 skills

Math skills

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block Lewistown is seeking a team member to assist with tax interviews, entering client and W-2 data into the tax program and helping assemble returns. You will support the closing of interviews, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service to every client.

This entry-level role requires strong reading and math skills, clear communication in person and by phone, and adaptability to additional