Tax Prep Associate: Client-Focused Support

H&R Block, Inc.; Lykens (Dauphin County); On-site; USD 28,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process, including inputting client and W-2 data and assembling returns. The role includes confirming signatures, reviewing completed returns with clients, and handling related bookkeeping tasks.

Applicants should have a high school diploma or equivalent and solid basic math and communication skills, plus experience with Windows-based software. Local state/local requirements may apply.

Qualifications

• High school diploma or equivalent required.
• 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

Communication skills

Windows software proficiency

State/local requirements may apply

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to assist with the tax interview process, including inputting client and W-2 data and assembling returns. The role includes confirming signatures, reviewing completed returns with clients, and handling related bookkeeping tasks.

Applicants should have a high school diploma or equivalent and solid basic math and communication skills, plus experience with Windows-based software. Local state/local requirements may apply.