Tax Prep Assistant: Client Service & Data Entry

H&R Block, Inc.; Rock Falls (IL); On-site; USD 21,000 - 25,000; Full time

Job summary

H&R Block, Inc. in Rock Falls, IL is hiring a frontline Tax Interview Assistant to help begin and close tax interviews and ensure client service excellence throughout the process.

You will enter client and W-2 information into the tax program, assemble the tax return, review the finished product with the client, and perform bookkeeping procedures using Windows-based software. No prior professional experience is required beyond a high school diploma, and you will support a customer-focused team

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.

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

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Rock Falls, IL is hiring a frontline Tax Interview Assistant to help begin and close tax interviews and ensure client service excellence throughout the process.

You will enter client and W-2 information into the tax program, assemble the tax return, review the finished product with the client, and perform bookkeeping procedures using Windows-based software. No prior professional experience is required beyond a high school diploma, and you will support a customer-focused team