Tax Preparer Assistant - Franchise Location

H&R Block; Sycamore (IL); On-site; USD 21,000 - 23,000; Part time

Job summary

H&R Block in Sycamore, IL is seeking an entry-level teammate to help start and finish tax interviews, entering client and W-2 information into the tax program and assisting with the assembly of returns. You will ensure clients receive superior service, perform basic bookkeeping tasks, and support colleagues with Windows-based software as needed.

The role suits someone with a high school diploma, strong math and reading skills, and solid communication abilities, working with Windows-based

Qualifications

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
• Ensure all H&R Block clients are receiving superior service.
• All other duties as assigned

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

Tax data entry

Client service

Data entry

Communication skills

Windows OS

Bookkeeping basics

Education

High school diploma

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

$15.00 - $17.00/Hr.