Tax Prep Assistant: Streamline Returns & Client Service

H&R Block, Inc.; Fairview Heights (PA); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to support tax interviews and ensure accurate data entry for client returns. The role involves entering client and W-2 information, assembling returns, obtaining signatures, and reviewing the final product with clients.

Candidates should have a high school diploma, good reading and math skills, and strong communication abilities, with familiarity using Windows-based programs. State and local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills 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 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 skills

Windows programs

Education

High school diploma

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to support tax interviews and ensure accurate data entry for client returns. The role involves entering client and W-2 information, assembling returns, obtaining signatures, and reviewing the final product with clients.

Candidates should have a high school diploma, good reading and math skills, and strong communication abilities, with familiarity using Windows-based programs. State and local requirements may apply.