Tax Preparer Assistant - Franchise Location

H&R Block, Inc.; Mount Vernon (IL); On-site; USD 22,000 - 41,000; Full time

Job summary

H&R Block, Inc. is seeking staff to assist with the tax interview process in Mount Vernon, IL. You will enter client and W-2 data, assemble returns, obtain signatures, review outcomes with clients, and complete bookkeeping steps.

Ideal candidates have a high school diploma, good reading/math skills, and the ability to communicate well in person and by phone. Windows-based software experience is preferred and additional local requirements may apply.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax 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 & math

Communication skills

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows

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

Pay Range

$16.00 - $30.00/Hr.