Tax Prep Assistant: Help Clients File Accurate Returns

H&R Block; Little Rock Township (IL); On-site; USD 21,000 - 23,000; Full time

Job summary

H&R Block is seeking a team member to support the tax interview process and ensure accurate data entry for client returns. You will assist at the start of interviews by entering client and W-2 information, and help close interviews by assembling tax returns and obtaining signatures.

You will review outcomes with clients to ensure accuracy and complete bookkeeping steps. The role emphasizes delivering superior service to every client and performing miscellaneous duties 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 and math skills

Communication skills

Windows-based experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a team member to support the tax interview process and ensure accurate data entry for client returns. You will assist at the start of interviews by entering client and W-2 information, and help close interviews by assembling tax returns and obtaining signatures.

You will review outcomes with clients to ensure accuracy and complete bookkeeping steps. The role emphasizes delivering superior service to every client and performing miscellaneous duties as needed.