Tax Prep Assistant - Client Service & Data Entry

H&R Block, Inc.; Freeport (IL); On-site; USD 21,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking an enthusiastic team member to support tax interviews. You will start by entering client and W-2 information into the tax program and help gather data for the return.

You will also assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the completed product with the client, while performing bookkeeping procedures and ensuring superior service to every client.

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

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an enthusiastic team member to support tax interviews. You will start by entering client and W-2 information into the tax program and help gather data for the return.

You will also assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the completed product with the client, while performing bookkeeping procedures and ensuring superior service to every client.