Tax Prep Assistant — Client-Focused Data Entry

H&R Block, Inc.; Flora (IL); On-site; USD 21,000 - 41,000; Full time

Job summary

H&R Block, Inc. in Flora, IL is hiring for a Tax Interview Assistant to help begin tax interviews by collecting client and W-2 information and entering it into our tax software. You will also help close interviews by assembling returns, obtaining signatures, and reviewing results with clients.

You will complete bookkeeping steps as needed and ensure every client receives superior service while handling any other duties as assigned.

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

Data entry

Customer service

Communication

Windows familiarity

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Flora, IL is hiring for a Tax Interview Assistant to help begin tax interviews by collecting client and W-2 information and entering it into our tax software. You will also help close interviews by assembling returns, obtaining signatures, and reviewing results with clients.

You will complete bookkeeping steps as needed and ensure every client receives superior service while handling any other duties as assigned.