Tax Prep Assistant: Build Client Relationships & Returns

H&R Block, Inc.; Little Rock Township (IL); On-site; USD 21,000 - 23,000; Part time

Job summary

H&R Block is seeking a part-time Tax Interview Assistant to support the tax interview process in Illinois. You will enter client and W-2 information, assemble tax returns, obtain signatures, and review the final product with clients to ensure top-notch service.

Ideal candidates have a high school diploma or equivalent, basic reading and math skills, and familiarity with Windows-based software. State-local requirements may apply, and training is provided.

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 skills

Math skills

Communication

Windows programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a part-time Tax Interview Assistant to support the tax interview process in Illinois. You will enter client and W-2 information, assemble tax returns, obtain signatures, and review the final product with clients to ensure top-notch service.

Ideal candidates have a high school diploma or equivalent, basic reading and math skills, and familiarity with Windows-based software. State-local requirements may apply, and training is provided.