Tax Office Front Desk & Admin Specialist

H&R Block, Inc.; Northbrook (IL); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life and retirement support

Job summary

H&R Block, Inc. is seeking an organized Administrative Associate to greet clients, answer phones, check in appointments, process documentation, and support daily office operations in a busy tax and accounting environment.

You will perform data entry for tax preparation, bookkeeping, payroll, and other clerical tasks; maintain confidential records; assist with payments, revenue reporting, and filing; and collaborate with the team during peak tax season.

Qualifications

• High school diploma or equivalent.
• Customer Service experience.
• Experience with multiple web-based applications.
• Computer knowledge with Microsoft Suites.
• Phone skills.
• Associate's degree or equivalent preferred.
• 1-2 years experience preferred.
• Technology driven.
• Basic knowledge of Microsoft Suites including Teams.
• Self-motivated.

Responsibilities

• Greet clients and answer phones in a personalized, friendly, and professional manner.
• Check clients in for appointments and assist with appointment scheduling.
• Receive client drop-offs and process client documentation received in person and through mail.
• Perform data entry related to tax preparation, bookkeeping, payroll, and administrative functions.
• Scan, upload, organize, and maintain confidential client records and documentation.
• Create and maintain client folders and ensure accurate filing of records.
• Process client payments and assist with daily revenue reporting and reconciliation activities.
• Support office reporting and maintain accurate administrative records.
• Ensure office systems and network platforms are utilized appropriately to maintain client accounts and office programs.
• Assist with the preparation, processing, and distribution of completed client work.
• Perform filing, correspondence, faxing, document preparation, and other clerical support activities.
• Maintain a clean, organized, and professional office environment.
• Collaborate with team members to support office operations and client service initiatives.
• Assist during peak tax season periods, including overtime as needed.
• Perform other administrative and office duties as assigned.

Skills

Customer Service

Phone skills

Web-based applications

Education

Associate's degree

1-2 Years Experience

Tools

Microsoft Office

Teams

Job description

H&R Block, Inc. is seeking an organized Administrative Associate to greet clients, answer phones, check in appointments, process documentation, and support daily office operations in a busy tax and accounting environment.

You will perform data entry for tax preparation, bookkeeping, payroll, and other clerical tasks; maintain confidential records; assist with payments, revenue reporting, and filing; and collaborate with the team during peak tax season.