Tax Prep Assistant - Help Clients File Confidently

H&R Block, Inc.; Honesdale (Wayne County); On-site; USD 25,000 - 38,000; Full time

Job summary

H&R Block, Inc. in Wayne County, PA, is seeking an entry-level associate to support the tax interview process by entering client and W-2 information into the tax program, and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client and perform bookkeeping procedures, while ensuring all clients receive superior service. The role requires a high school diploma, solid reading and math skills, and effective communication,

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 skills

Effective communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Wayne County, PA, is seeking an entry-level associate to support the tax interview process by entering client and W-2 information into the tax program, and to help close the interview by assembling the tax return and obtaining signatures.

You will review the finished product with the client and perform bookkeeping procedures, while ensuring all clients receive superior service. The role requires a high school diploma, solid reading and math skills, and effective communication,