Tax Prep Assistant - Client Care & Data Entry

H&R Block, Inc.; New Lenox (IL); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block, Inc. in Illinois is seeking a Tax Interview Assistant to help start the tax interview by entering client and W-2 information into the tax program, and to ensure every client receives superior service.

You will close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. A high school diploma or equivalent, basic reading and math skills, and strong communication are required; Windows-based

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

State & local requirements

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. in Illinois is seeking a Tax Interview Assistant to help start the tax interview by entering client and W-2 information into the tax program, and to ensure every client receives superior service.

You will close interviews by assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures. A high school diploma or equivalent, basic reading and math skills, and strong communication are required; Windows-based