Tax Preparer Assistant - Support Tax Interviews & Returns

H&R Block, Inc.; Berwick (Columbia County); On-site; USD 31,000 - 37,000; Full time

Job summary

H&R Block, Inc. is seeking a dependable team member to assist with the early tax interview by entering client and W-2 information into our tax program.

You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients, while completing bookkeeping procedures. Ideal candidates have a high school diploma, strong reading and math skills, and excellent in-person and phone communication.

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 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 skills

Reading & math

Windows-based programs

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking a dependable team member to assist with the early tax interview by entering client and W-2 information into our tax program.

You will help close interviews by assembling returns, obtaining signatures, and reviewing the product with clients, while completing bookkeeping procedures. Ideal candidates have a high school diploma, strong reading and math skills, and excellent in-person and phone communication.