Tax Prep Assistant — Streamline Returns & Client Service

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

Job summary

H&R Block is seeking a detail‑oriented assistant to support tax interviews in Monticello, IL. You will enter client and W-2 information at the start of interviews and help assemble returns at the end, ensuring accuracy and signatures. The role emphasizes high‑quality client service and adherence to procedures.

The position requires basic math/reading skills, strong communication, and familiarity with Windows programs, with additional state/local requirements possibly applying.

Qualifications

• Reading and math skills required to begin and finish the tax interview.
• Effective communication in person and on the phone.
• 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 software experience

Customer service

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Job description

H&R Block is seeking a detail‑oriented assistant to support tax interviews in Monticello, IL. You will enter client and W-2 information at the start of interviews and help assemble returns at the end, ensuring accuracy and signatures. The role emphasizes high‑quality client service and adherence to procedures.

The position requires basic math/reading skills, strong communication, and familiarity with Windows programs, with additional state/local requirements possibly applying.