Tax Prep Support Specialist — Client-Focused & Detail-Driven

H&R Block, Inc.; Pottsville (Schuylkill County); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, Inc. in the United States is seeking a detail-oriented teammate to assist during the tax interview by entering client and W-2 information into the tax program and helping assemble returns.

You will ensure all clients receive superior service, review the finished product with clients, obtain required signatures, and complete bookkeeping procedures. Prior experience with Windows-based programs and a high school diploma or equivalent are required.

Qualifications

• High school diploma or equivalent.
• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• 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 basics

Education

High school diploma or equivalent

Tools

Windows programs

Job description

H&R Block, Inc. in the United States is seeking a detail-oriented teammate to assist during the tax interview by entering client and W-2 information into the tax program and helping assemble returns.

You will ensure all clients receive superior service, review the finished product with clients, obtain required signatures, and complete bookkeeping procedures. Prior experience with Windows-based programs and a high school diploma or equivalent are required.