Tax Prep Assistant: Build Client Relationships & Returns

H&R Block, Inc.; Albert Lea (MN); On-site; USD 21,000 - 22,000; Full time

Job summary

H&R Block, Inc. in Albert Lea, MN is seeking a frontline Tax Assistant to support the tax interview process and build lasting client relationships.

You will enter client and W-2 information, assist with assembling the tax return, obtain required signatures, review the finished product with the client, and help with bookkeeping procedures while delivering superior service. Ideal candidates have a high school diploma or equivalent, basic reading and math skills, strong communication, 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.

Responsibilities

• Assist with entering client and W-2 information into the tax program at the start of the interview.
• Assist with closing the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.
• Complete bookkeeping procedures and ensure all clients receive superior service.
• All other duties as assigned.

Skills

Reading and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Course work in math, accounting, or finance

Job description

H&R Block, Inc. in Albert Lea, MN is seeking a frontline Tax Assistant to support the tax interview process and build lasting client relationships.

You will enter client and W-2 information, assist with assembling the tax return, obtain required signatures, review the finished product with the client, and help with bookkeeping procedures while delivering superior service. Ideal candidates have a high school diploma or equivalent, basic reading and math skills, strong communication, and