Tax Prep Assistant: Client-Focused Returns & Support

H&R Block; Mendota (IL); On-site; USD 21,000 - 23,000; Full time

Job summary

H&R Block is seeking an assistant to support tax interviews by entering client and W-2 information into the tax program and by assembling the tax return with required signatures. You’ll review the finished product with the client, complete bookkeeping procedures, and help ensure all clients receive superior service while adhering to applicable regulations.

A high school diploma and strong reading and math skills are required, with good communication both in person and on the phone.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax 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 skills

Math skills

Communication skills

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking an assistant to support tax interviews by entering client and W-2 information into the tax program and by assembling the tax return with required signatures. You’ll review the finished product with the client, complete bookkeeping procedures, and help ensure all clients receive superior service while adhering to applicable regulations.

A high school diploma and strong reading and math skills are required, with good communication both in person and on the phone.