Tax Prep Support Specialist

H&R Block, Inc.; Bangor (Northampton County); On-site; USD 32,000 - 42,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented assistant to support tax interview processes at our Bangor location. You will enter client and W-2 information into the tax program and help assemble returns, ensuring accuracy and timely service for every client.

You will review completed returns with clients, obtain signatures, and perform bookkeeping tasks as part of the closing steps, while maintaining a client-first attitude and compliance with local requirements.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are needed to begin and complete the tax interview.
• Ability to communicate effectively in person and on the phone.
• Previous experience with Windows-based computer programs is preferred.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program to begin the interview.
• Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Reading skills

Math skills

Communication skills

People skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. is seeking a detail-oriented assistant to support tax interview processes at our Bangor location. You will enter client and W-2 information into the tax program and help assemble returns, ensuring accuracy and timely service for every client.

You will review completed returns with clients, obtain signatures, and perform bookkeeping tasks as part of the closing steps, while maintaining a client-first attitude and compliance with local requirements.