Tax Preparer Assistant - Franchise Location

H&R Block; Monticello (IL); In loco; USD 22.000 - 28.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Reading and math skills

Communication skills

Windows-based software experience

Customer service

Formazione

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Descrizione del lavoro

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.