Tax Prep Assistant: Build Returns & Deliver Great Service

H&R Block, Inc.; Lincoln (IL); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block in Lincoln, IL is seeking a detail-oriented tax assistant to support the tax interview process. You will enter client and W-2 information into our tax program and help assemble returns.

You will review the finished product with clients, obtain required signatures, and complete bookkeeping procedures, ensuring every client receives superior service. High school diploma, strong reading and math skills, and good communication are required.

Qualifications

• High school diploma or equivalent required.
• Strong reading and math skills to complete the interview steps.
• Effective communication in person and on the phone.
• Proficiency with Windows-based programs.
• Additional state and local requirements may apply.

Responsibilities

• Enter client and W-2 information into the tax program.
• Assemble the tax return, obtain signatures, and review the finished product with the client.
• Complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned.

Skills

Communication skills

Customer service

Windows-based software

Reading and math

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block in Lincoln, IL is seeking a detail-oriented tax assistant to support the tax interview process. You will enter client and W-2 information into our tax program and help assemble returns.

You will review the finished product with clients, obtain required signatures, and complete bookkeeping procedures, ensuring every client receives superior service. High school diploma, strong reading and math skills, and good communication are required.