Tax Prep Assistant — Elevate Client Service & Returns

H&R Block, Inc.; Elysburg (PA); On-site; USD 30,000 - 38,000; Full time

Job summary

H&R Block, Inc. in Pennsylvania is seeking an assistant to begin tax interviews by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures. You will ensure clients receive superior service, assist with bookkeeping procedures, and perform other duties as assigned.

Relevant state/local requirements may apply. Strong math and reading skills, clear communication, and basic Windows experience are preferred to support

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax 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

Math

Communication

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block, Inc. in Pennsylvania is seeking an assistant to begin tax interviews by entering client and W-2 information into the tax program, and to help close interviews by assembling returns and obtaining signatures. You will ensure clients receive superior service, assist with bookkeeping procedures, and perform other duties as assigned.

Relevant state/local requirements may apply. Strong math and reading skills, clear communication, and basic Windows experience are preferred to support