Tax Prep Assistant: Deliver Client-Ready Returns

H&R Block, Inc.; Monticello (IL); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Monticello, IL is seeking a frontline tax assistant to support the tax interview process and ensure accurate, complete returns.

You will enter client and W-2 information, assemble returns, obtain signatures, review results with clients, and handle basic bookkeeping procedures while delivering superior service. This role requires a high school diploma, basic math and reading skills, and good communication; previous experience with Windows-based programs is a plus.

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 experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Monticello, IL is seeking a frontline tax assistant to support the tax interview process and ensure accurate, complete returns.

You will enter client and W-2 information, assemble returns, obtain signatures, review results with clients, and handle basic bookkeeping procedures while delivering superior service. This role requires a high school diploma, basic math and reading skills, and good communication; previous experience with Windows-based programs is a plus.