Tax Preparer Assistant - Franchise Location

H&R Block; Ottawa (IL); On-site; USD 21,000 - 25,000; Full time

Job summary

H&R Block in Ottawa, IL is seeking an assistant to support tax interview processes and client service. You will enter client and W-2 information, assemble returns, obtain signatures, and review the final product with clients while ensuring high-quality service.

The role requires a high school diploma or equivalent, basic reading and math skills, and ability to communicate effectively in person and on the phone. Prior experience with Windows-based programs is preferred.

Qualifications

• Reading and math skills required to begin and finish the tax interview.
• Strong communication skills for in-person and phone interactions.
• Experience with Windows-based programs used in tax preparation.

Responsibilities

• Enter client and W-2 information into the tax program to begin interviews.
• Assemble the tax return, obtain signatures, review with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients receive superior service.
• All other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based software

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 - $18.00/Hr.