Tax Preparer Assistant - Franchise Location

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

Job summary

H&R Block, Inc. is seeking a Tax Clerk/Assistant in Vandalia, IL to support the tax interview process by entering client and W-2 data into the tax program and assisting with assembling returns. The role includes obtaining signatures and reviewing the finished product with the client, along with basic bookkeeping procedures.

You will help ensure all clients receive superior service. Strong reading and math skills and basic Windows software familiarity are required, with additional state/local

Qualifications

• Enter client and W-2 data into tax software
• Assemble tax returns and obtain signatures
• Review finished product with client and complete bookkeeping
• All other duties as assigned

Responsibilities

• Enter client and W-2 data into tax software
• Assemble the tax return, obtain signatures, review with client, and complete bookkeeping
• Ensure all H&R Block clients receive superior service
• All other duties as assigned

Skills

Customer service

Communication

Numeracy

Windows

Phone communication

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

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.