Tax Prep Assistant: Build Skills & Help Clients

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

Job summary

H&R Block, Inc. is seeking a role that supports the tax interview process by entering client and W-2 information into the tax program, and by assembling and reviewing tax returns with clients at closing.

The position emphasizes delivering superior service and completing bookkeeping procedures while handling additional duties as assigned. The ideal candidate has a high school diploma or equivalent, strong reading and math skills, and effective communication both in person and over the phone.

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

Math

Communication

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. is seeking a role that supports the tax interview process by entering client and W-2 information into the tax program, and by assembling and reviewing tax returns with clients at closing.

The position emphasizes delivering superior service and completing bookkeeping procedures while handling additional duties as assigned. The ideal candidate has a high school diploma or equivalent, strong reading and math skills, and effective communication both in person and over the phone.