Tax Prep Assistant - Client Service & Returns

H&R Block; Lincoln (IL); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block in Lincoln, IL is seeking an entry-level Tax Interview Assistant to support the tax preparation process. You’ll help start tax interviews by entering client and W-2 information into the tax program and assist with closing the interview by assembling returns and obtaining signatures.

You will ensure all clients receive superior service, communicate effectively in person and on the phone, and perform bookkeeping procedures as needed.

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 skills

Math skills

Effective communication

Windows basics

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block in Lincoln, IL is seeking an entry-level Tax Interview Assistant to support the tax preparation process. You’ll help start tax interviews by entering client and W-2 information into the tax program and assist with closing the interview by assembling returns and obtaining signatures.

You will ensure all clients receive superior service, communicate effectively in person and on the phone, and perform bookkeeping procedures as needed.