Tax Prep Assistant: Elevate Client Experience & Returns

H&R Block; Columbia (IL); On-site; USD 45,847,000 - 57,308,000; Full time

Job summary

H&R Block in Illinois is hiring to support tax interviews and client service. You’ll enter client and W-2 information into the tax program at the start of the interview and help assemble the tax return with the client.

You’ll review the finished product, complete bookkeeping procedures, and ensure every client receives superior service while adhering to state and local requirements. This role emphasizes accurate data entry, clear communication, and teamwork within the franchise network.

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

• Enter client and W-2 information into the tax program during the interview
• Assemble the tax return and obtain required signatures after the interview
• Review the finished product with the client and complete bookkeeping procedures
• Ensure all H&R Block clients receive superior service

Skills

Reading skills

Math skills

Communication skills

Windows experience

Education

High school diploma

Job description

H&R Block in Illinois is hiring to support tax interviews and client service. You’ll enter client and W-2 information into the tax program at the start of the interview and help assemble the tax return with the client.

You’ll review the finished product, complete bookkeeping procedures, and ensure every client receives superior service while adhering to state and local requirements. This role emphasizes accurate data entry, clear communication, and teamwork within the franchise network.