Tax Prep Assistant: Client-Focused & Detail-Driven

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

Job summary

H&R Block is seeking an entry-level specialist to support tax interviews and client service at our Illinois locations. You will help begin interviews by entering client and W-2 information and assist in closing interviews by assembling returns and obtaining signatures.

This role emphasizes accuracy, clear communication, and strong customer service. Ideal candidates have a high school diploma, basic math and reading skills, and familiarity with Windows-based software.

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 and math skills

Communication skills

Windows-based software

High school diploma

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level specialist to support tax interviews and client service at our Illinois locations. You will help begin interviews by entering client and W-2 information and assist in closing interviews by assembling returns and obtaining signatures.

This role emphasizes accuracy, clear communication, and strong customer service. Ideal candidates have a high school diploma, basic math and reading skills, and familiarity with Windows-based software.