Tax Prep Assistant: Help Clients, Streamline Returns

H&R Block, Inc.; Sycamore (IL); On-site; USD 21,000 - 23,000; Full time

Job summary

H&R Block, Inc. in Sycamore, IL is seeking a position assisting tax interviews by entering client and W-2 information into the tax program and supporting the preparation of returns.

You will assemble the tax return, collect required signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring each client receives superior service. This role emphasizes accuracy and clear communication with clients.

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.
• Experience with Windows-based computer programs.

Responsibilities

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

Skills

Reading skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Sycamore, IL is seeking a position assisting tax interviews by entering client and W-2 information into the tax program and supporting the preparation of returns.

You will assemble the tax return, collect required signatures, review the finished product with the client, and complete bookkeeping procedures, ensuring each client receives superior service. This role emphasizes accuracy and clear communication with clients.