Tax Return Assistant - Client-Focused Support

H&R Block; Pottsville (Schuylkill County); On-site; USD 39,000 - 46,000; Full time

Job summary

H&R Block in Pottsville, PA is looking for an entry-level tax professional to assist during the tax interview, enter client and W-2 information into the tax software, and help prepare returns with accuracy. The role focuses on delivering superior service and supporting clients through the filing process.

Primary duties include assisting at the start and end of interviews, following bookkeeping procedures, and adhering to state and local requirements as applicable.

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

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block in Pottsville, PA is looking for an entry-level tax professional to assist during the tax interview, enter client and W-2 information into the tax software, and help prepare returns with accuracy. The role focuses on delivering superior service and supporting clients through the filing process.

Primary duties include assisting at the start and end of interviews, following bookkeeping procedures, and adhering to state and local requirements as applicable.