Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Lehighton (Carbon County); On-site; USD 19,000 - 23,000; Part time

Job summary

H&R Block in Lehighton, PA is seeking an entry-level associate to support tax interview processes and client service. You will enter client and W-2 information into our tax software at the start of interviews and help assemble returns with signatures at closing.

The role emphasizes clear communication, basic math and reading skills, and the ability to work with Windows-based programs, delivering superior service to every client.

Qualifications

• Requires high school diploma or equivalent.
• Basic reading and math skills to complete tax interviews.
• Effective communication in person and by phone.
• Experience with Windows-based programs helpful.

Responsibilities

• Assist at the beginning of tax interviews by entering client and W-2 information into the tax program.
• Assist at 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

Communication

Math skills

Windows

Customer service

Education

High school diploma

Tools

Windows-based software

Job description

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

What You’ll Bring to the Team

• 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

Your Expertise

• 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

Preferred Qualifications

• Additional course work in math, accounting, or finance

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.