Tax Prep Assistant - Support Returns & Client Service

H&R Block; Mifflinburg (PA); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block is seeking a detail-oriented team member to support tax interviews and client service in a franchise office. You will help begin interviews by entering client data, and assist with closing the interview by assembling returns and obtaining signatures. Strong communication is essential for delivering superior service to all clients.

Ideal candidates will have a high school diploma and familiarity with Windows-based software, with further coursework in math, accounting, or finance a plus.

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 skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block is seeking a detail-oriented team member to support tax interviews and client service in a franchise office. You will help begin interviews by entering client data, and assist with closing the interview by assembling returns and obtaining signatures. Strong communication is essential for delivering superior service to all clients.

Ideal candidates will have a high school diploma and familiarity with Windows-based software, with further coursework in math, accounting, or finance a plus.