Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block in Kendall Township, IL is seeking a team member to assist with the tax interview process and ensure accurate, client-focused service. You will enter client and W-2 information into the tax program, assemble the tax return, obtain signatures, and review the finished product with the client.

Ideal candidates have a high school diploma, solid reading and math skills, and the ability to communicate effectively in person and on the phone.

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

• Enter client and W-2 information into the tax program.
• Assemble the tax return and obtain signatures.
• Review the finished product with the client.
• Complete bookkeeping procedures.
• Provide superior service to all H&R Block clients.
• All other duties as assigned.

Skills

Customer service

Communication

Attention to detail

Problem solving

Education

High school diploma

Tools

Windows-based programs

Job description

About The Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

About The Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

What You’ll Bring To The Team

• 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

Your Expertise

• 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

Preferred Qualifications

• Additional course work in math, accounting, or finance

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.

Pay Range

$15.00 - $17.00/Hr.