Tax Prep Assistant: Elevate Client Tax Experience

H&R Block, Inc.; Danville (PA); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Danville, PA is seeking a Tax Assistant to help begin and close tax interviews, entering client and W-2 data into the tax software and assembling returns with signatures.

You will review the finished product with clients, complete bookkeeping steps, and strive to deliver superior service. A high school diploma and basic reading/math skills are required, with strong communication by phone and in person.

Qualifications

• 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

Windows programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Danville, PA is seeking a Tax Assistant to help begin and close tax interviews, entering client and W-2 data into the tax software and assembling returns with signatures.

You will review the finished product with clients, complete bookkeeping steps, and strive to deliver superior service. A high school diploma and basic reading/math skills are required, with strong communication by phone and in person.