Tax Preparation Assistant: Serve Clients & Streamline Returns

H&R Block, Inc.; Jeffersonville (PA); On-site; USD 28,000 - 38,000; Full time

Job summary

H&R Block in Pennsylvania is seeking an entry-level Tax Preparer assistant to support the tax interview process. You will collect client information, enter W-2 data into our tax software, and help assemble returns under supervision.

This role emphasizes accuracy, client service, and basic math and reading skills. Training is provided, and you will work closely with franchise office staff to ensure timely, compliant tax filings.

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.
• 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 interviews by assembling returns, obtaining signatures, and reviewing with clients.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Reading

Math

Communication

Windows-based software

Customer service

Education

High school diploma or equivalent

Job description

H&R Block in Pennsylvania is seeking an entry-level Tax Preparer assistant to support the tax interview process. You will collect client information, enter W-2 data into our tax software, and help assemble returns under supervision.

This role emphasizes accuracy, client service, and basic math and reading skills. Training is provided, and you will work closely with franchise office staff to ensure timely, compliant tax filings.