Tax Prep Assistant — Build Client Returns & Service

H&R Block

Sycamore (IL)

On-site

USD 21,000 - 23,000

Part time

14 days+

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Job summary

H&R Block in Sycamore, IL is seeking an entry-level teammate to help start and finish tax interviews, entering client and W-2 information into the tax program and assisting with the assembly of returns. You will ensure clients receive superior service, perform basic bookkeeping tasks, and support colleagues with Windows-based software as needed.

The role suits someone with a high school diploma, strong math and reading skills, and solid communication abilities, working with Windows-based

Qualifications

Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
Ensure all H&R Block clients are receiving superior service.
All other duties as assigned

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