Tax Preparer Assistant: Client-Focused Returns & Support

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

Job summary

H&R Block is seeking an entry-level Tax Interview Assistant to help begin tax interviews by entering client and W-2 information into the tax program, and to assist with closing interviews by assembling tax returns, obtaining signatures, and reviewing outputs with clients. You will also help ensure all clients receive superior service and perform other duties as assigned.

This role supports data accuracy, client communication, and smooth tax preparation workflows 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

• 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 skills

Math skills

Communication

Windows proficiency

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block is seeking an entry-level Tax Interview Assistant to help begin tax interviews by entering client and W-2 information into the tax program, and to assist with closing interviews by assembling tax returns, obtaining signatures, and reviewing outputs with clients. You will also help ensure all clients receive superior service and perform other duties as assigned.

This role supports data accuracy, client communication, and smooth tax preparation workflows within the franchise network.