Tax Return Support Specialist

2 weeks ago


Sycamore, Illinois, United States H&R Block Full time

Position Overview

Company Overview

At H&R Block, we are dedicated to the principle of individuals assisting one another. Our core mission is to provide guidance and instill confidence in our clients, team members, and communities at large. We prioritize a culture of connection, embracing diversity and inclusion to ensure everyone feels valued.


We are committed to enhancing our operations through a long-term vision and transformation initiative known as Block Horizons 2025. Our ultimate aim is straightforward: to pursue greater ambitions, accelerate transformation, and achieve remarkable outcomes. This is an exciting period to be involved with H&R Block.


At H&R Block, we are inquisitive, innovative, and always progressing. If you view challenges as opportunities and strive to make a significant impact in your community, we welcome you.


Daily Responsibilities

In your role, you will empower individuals to make informed and confident choices regarding their finances, careers, and lives, fostering client relationships that strengthen over time.


Key Responsibilities

  • Initiate the tax preparation process by inputting client and W-2 data into the tax software.
  • Assist in concluding the client interview by compiling the tax return, securing necessary signatures, reviewing the completed return with the client, and finalizing bookkeeping tasks.
  • Ensure all clients of H&R Block receive exceptional service.

Qualifications

  • High school diploma or equivalent required.
  • Proficient reading and math skills necessary for conducting the tax return interview.
  • Effective communication skills, both in person and over the phone.
  • Familiarity with Windows-based computer applications.
  • Additional state and local regulations may apply.

Preferred Qualifications

  • Further coursework in mathematics, accounting, or finance.

Benefits of Employment

At H&R Block, we invest in our employees by focusing on their overall well-being. Our benefits are designed to assist associates in managing their unique health, wellness, and financial needs.

  • Employee Assistance Program with Health Advocate.
  • Wellness initiative, BetterYou, to support the development of healthy habits.
  • Support for neurodiversity and caregivers available for you and your family.
  • Various discounts on everyday products and services.
  • Benefits with additional eligibility criteria: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • Explore all available benefits.

Our Community

At H&R Block, we are committed to fostering a Connected Culture, where trust, care, and collaboration define our work environment. We strive to create a space where everyone feels safe to express their authentic selves and is embraced as part of a larger team.


You will be part of an outstanding workplace recognized globally on Best Companies lists, surrounded by colleagues dedicated to mutual growth and support.


H&R Block is an equal opportunity employer. We celebrate and welcome diversity in the workplace, regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.


If you are looking to make a meaningful impact, H&R Block is the right place for you.



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