Tax Prep Assistant: Build Client Relationships, Bookkeeping

H&R Block, Inc.; Aitkin (MN); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block, Inc. is seeking a part-time Tax Interview Assistant in Minnesota. You will begin by entering client and W-2 information into the tax program and help close the interview by assembling the tax return, obtaining signatures, and reviewing the final product with the client.

You will ensure all clients receive superior service and handle additional duties as assigned. Strong reading and math skills, clear communication, and familiarity with Windows-based programs are required or

Qualifications

• Reading and math skills required to begin and finish the tax return interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs.

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 and math

Effective communication

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block, Inc. is seeking a part-time Tax Interview Assistant in Minnesota. You will begin by entering client and W-2 information into the tax program and help close the interview by assembling the tax return, obtaining signatures, and reviewing the final product with the client.

You will ensure all clients receive superior service and handle additional duties as assigned. Strong reading and math skills, clear communication, and familiarity with Windows-based programs are required or