Tax Preparer Assistant - Client-Focused Tax Support

H&R Block; State College (Centre County); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block in State College, PA is seeking an entry-level Tax Interview Assistant to support busy tax seasons. You will enter client and W-2 information into the tax program and help assemble the tax return with client signatures, while ensuring superior service to all clients.

This role involves basic reading and math skills, strong communication, and familiarity with Windows-based software. Additional coursework in math or accounting is a plus.

Qualifications

• 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 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.
• Preferred qualifications include additional coursework in math, accounting, or finance.

Skills

Communication skills

Reading and math skills

Customer service

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in State College, PA is seeking an entry-level Tax Interview Assistant to support busy tax seasons. You will enter client and W-2 information into the tax program and help assemble the tax return with client signatures, while ensuring superior service to all clients.

This role involves basic reading and math skills, strong communication, and familiarity with Windows-based software. Additional coursework in math or accounting is a plus.