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Tax Preparer Assistant

2 months ago


Columbia, Illinois, United States H&R Block Full time
About H&R Block

We are a leading provider of tax preparation and financial services, dedicated to helping individuals and businesses achieve their financial goals.

Our company culture is built on the values of integrity, respect, and teamwork, and we strive to create a positive and inclusive work environment for our employees.

Job Summary

We are seeking a Tax Preparer Assistant to join our team in Columbia, Illinois. As a Tax Preparer Assistant, you will play a key role in providing exceptional customer service and ensuring that our clients receive accurate and timely tax preparation services.

Key Responsibilities
  • Client Service: Assist clients with tax preparation, including entering client and W-2 information into our tax program.
  • Interview and Review: Conduct tax interviews with clients, assemble tax returns, obtain required signatures, and review finished products with clients.
  • Bookkeeping and Compliance: Ensure all H&R Block clients receive superior service, and maintain accurate bookkeeping records.
Requirements
  • Education: High school diploma or equivalent required.
  • Skills: Reading and math skills required to begin and finish tax returns, ability to communicate effectively in person and on the phone, and previous experience with Windows-based computer programs.
  • Additional Requirements: Additional state and local requirements may apply.