Tax Return Assistant - Client Service & Data Entry

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

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.