Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Milton (Northumberland County); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block, Inc. in Milton, PA seeks an entry-level team member to assist with tax interviews and client service. The role involves entering client and W-2 information, assembling returns, obtaining signatures, and reviewing the finished product with clients.

Candidates should have a high school diploma, good reading and math skills, and strong communication abilities. Familiarity with Windows-based programs is preferred, and some state/local requirements may apply.

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.

Skills

Client communication

W-2 data entry

Tax interview support

Organization

Education

High school diploma

Tools

Windows-based programs

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