Tax Prep Assistant: Client-Centered Returns & Bookkeeping

H&R Block; Rosiclare (IL); On-site; USD 21,000 - 22,000; Full time

Job summary

H&R Block in Rosiclare, IL is seeking an entry-level Tax Interview Assistant. You will help begin tax interviews by entering client and W-2 data into the tax software and assist in closing interviews with tax return assembly and signatures.

The role emphasizes accurate data entry, clear client communication, and delivering superior service. Prior Windows experience and basic math skills are preferred, with state/local requirements possibly applying.

Qualifications

• Entry-level tax interview support: input client and W-2 data into tax software.
• Assist in closing interview: assemble tax return, obtain signatures, review with client.

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

Communication skills

Phone communication

Windows programs

Education

High school diploma

Math/Accounting coursework

Tools

Windows-based software

Job description

H&R Block in Rosiclare, IL is seeking an entry-level Tax Interview Assistant. You will help begin tax interviews by entering client and W-2 data into the tax software and assist in closing interviews with tax return assembly and signatures.

The role emphasizes accurate data entry, clear client communication, and delivering superior service. Prior Windows experience and basic math skills are preferred, with state/local requirements possibly applying.