Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block in Lincoln, IL is seeking a detail-oriented tax assistant to support the tax interview process. You will enter client and W-2 information into our tax program and help assemble returns.

You will review the finished product with clients, obtain required signatures, and complete bookkeeping procedures, ensuring every client receives superior service. High school diploma, strong reading and math skills, and good communication are required.

Qualifications

• High school diploma or equivalent required.
• Strong reading and math skills to complete the interview steps.
• Effective communication in person and on the phone.
• Proficiency with Windows-based programs.
• Additional state and local requirements may apply.

Responsibilities

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

Skills

Communication skills

Customer service

Windows-based software

Reading and math

Education

High school diploma or equivalent

Tools

Windows OS

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.

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

$16.00 - $20.00/Hr.