Tax Prep Assistant — Client-Facing & Data Entry Pro

H&R Block, Inc.; Sandwich (IL); On-site; USD 42,981,000 - 51,577,000; Full time

Job summary

H&R Block, Inc. is hiring a team member to support the tax interview process at our Sandwich, IL location. You will help set up client and W-2 information in the tax program and ensure smooth client experiences.

You will also assist in closing interviews, gather required signatures, review the finished tax return with clients, and complete bookkeeping procedures while delivering superior service to all clients. A high school diploma and basic math skills are required.

Qualifications

• High school diploma or equivalent.
• Reading and math skills 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

Communication

Reading

Math

Customer service

Phone communication

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is hiring a team member to support the tax interview process at our Sandwich, IL location. You will help set up client and W-2 information in the tax program and ensure smooth client experiences.

You will also assist in closing interviews, gather required signatures, review the finished tax return with clients, and complete bookkeeping procedures while delivering superior service to all clients. A high school diploma and basic math skills are required.