Tax Prep Assistant — Build Client Relations & Tax Prep Skills

H&R Block, Inc.; Mound (MN); On-site; USD 25,000 - 34,000; Part time

Job summary

H&R Block, Inc. in Minnesota is hiring for a part-time role supporting tax interview processes.

You will help begin interviews by entering client and W-2 data into the tax program, and you will assist at interview closing by assembling returns, securing signatures, and reviewing results with clients. You’ll strive to deliver superior service to all clients, with duties that include bookkeeping procedures and handling additional state and local requirements as applicable, emphasizing accuracy and

Qualifications

• 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.

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

Reading & Math

Communication

Windows software

State/local requirements

Education

High school diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. in Minnesota is hiring for a part-time role supporting tax interview processes.

You will help begin interviews by entering client and W-2 data into the tax program, and you will assist at interview closing by assembling returns, securing signatures, and reviewing results with clients. You’ll strive to deliver superior service to all clients, with duties that include bookkeeping procedures and handling additional state and local requirements as applicable, emphasizing accuracy and