Tax Return Assistant - Client-Focused & Detail-Driven

H&R Block, Inc.; Wind Gap (PA); On-site; USD 28,000 - 36,000; Full time

Job summary

H&R Block is seeking an entry-level team member in Wind Gap, PA to assist with tax interviews and customer service. You’ll input client and W-2 information, help assemble returns, and review the finished product with clients in a friendly, accurate way.

Strong reading and math skills, clear communication, and comfort with Windows-based software are essential. Additional state and local requirements may apply, and you’ll support the team as needed.

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

Reading and math skills

Communication skills

Windows-based programs

State/local tax knowledge

Education

High school diploma or equivalent

Job description

H&R Block is seeking an entry-level team member in Wind Gap, PA to assist with tax interviews and customer service. You’ll input client and W-2 information, help assemble returns, and review the finished product with clients in a friendly, accurate way.

Strong reading and math skills, clear communication, and comfort with Windows-based software are essential. Additional state and local requirements may apply, and you’ll support the team as needed.