Tax Prep Assistant: Help Clients Complete Returns

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

Job summary

H&R Block, Inc. Illinois franchise is seeking a Tax Assistant to support the tax interview process, entering client and W-2 information into the tax program and assembling returns for filing. You will review the completed products with clients, collect required signatures, and help complete bookkeeping procedures.

As part of a team, you will ensure all clients receive superior service and handle other duties as assigned to maintain efficient tax season operations across the office in Illinois.

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

Math

Communication

Windows

Education

High school diploma or equivalent

Job description

H&R Block, Inc. Illinois franchise is seeking a Tax Assistant to support the tax interview process, entering client and W-2 information into the tax program and assembling returns for filing. You will review the completed products with clients, collect required signatures, and help complete bookkeeping procedures.

As part of a team, you will ensure all clients receive superior service and handle other duties as assigned to maintain efficient tax season operations across the office in Illinois.