Tax Prep Assistant: Guide Clients Through Filing

H&R Block, Inc.; Lewistown (Mifflin County); On-site; USD 32,000 - 46,000; Full time

Job summary

H&R Block, Inc. is seeking a team member to support tax interviews in Lewistown, PA. You will enter client and W-2 information into the tax program and help close the interview by assembling the tax return and obtaining signatures.

You will review the completed return with the client, complete bookkeeping procedures, and ensure all clients receive superior service. Perform other duties as assigned.

Qualifications

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

Math skills

Communication

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Tools

Windows

Job description

H&R Block, Inc. is seeking a team member to support tax interviews in Lewistown, PA. You will enter client and W-2 information into the tax program and help close the interview by assembling the tax return and obtaining signatures.

You will review the completed return with the client, complete bookkeeping procedures, and ensure all clients receive superior service. Perform other duties as assigned.