Tax Prep & Client Care Assistant

H&R Block; Wright Township (PA); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block in Wright Township, PA is seeking an entry-level associate to guide clients through the tax interview, enter client and W-2 information into our tax software, and help assemble the tax return.

You will review the finished product with the client, obtain signatures, and complete bookkeeping procedures while delivering superior service. A high school diploma and basic math/reading skills are required with good communication and Windows-based experience.

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 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

Client service

Communication skills

Data entry

Attention to detail

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Wright Township, PA is seeking an entry-level associate to guide clients through the tax interview, enter client and W-2 information into our tax software, and help assemble the tax return.

You will review the finished product with the client, obtain signatures, and complete bookkeeping procedures while delivering superior service. A high school diploma and basic math/reading skills are required with good communication and Windows-based experience.