Tax Prep Support Specialist

H&R Block, Inc.; Pennsburg (Montgomery County); On-site; USD 32,000 - 48,000; Full time

Job summary

H&R Block is seeking an entry-level Tax Assistant to support the tax interview process and data entry. You will enter client and W-2 information into the tax software and help assemble and finalize returns while ensuring high levels of client service.

The role emphasizes accuracy, communication, and the ability to work with Windows-based programs, with additional duties as assigned to support franchise operations.

Qualifications

• 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

Responsibilities

• Enter client and W-2 information at the start of the tax interview.
• Assemble tax returns, obtain signatures, review with the client, and complete bookkeeping steps at interview close.

Skills

Customer service

Attention to detail

Communication skills

Windows-based software

Teamwork

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an entry-level Tax Assistant to support the tax interview process and data entry. You will enter client and W-2 information into the tax software and help assemble and finalize returns while ensuring high levels of client service.

The role emphasizes accuracy, communication, and the ability to work with Windows-based programs, with additional duties as assigned to support franchise operations.