Tax Prep Assistant: Build Client Returns & Skills

H&R Block, Inc.; Litchfield (MN); On-site; USD 24,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Associate in Minnesota to assist with the beginning of the tax interview by entering client and W-2 information into the tax program. You will also help close interviews by assembling returns, obtaining signatures, and reviewing the finished product with clients.

You'll ensure all clients receive superior service and perform other duties as assigned. Strong reading and math skills and clear communication are essential to succeed in a fast-paced,

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills are required to begin and finish the tax 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 and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level Tax Associate in Minnesota to assist with the beginning of the tax interview by entering client and W-2 information into the tax program. You will also help close interviews by assembling returns, obtaining signatures, and reviewing the finished product with clients.

You'll ensure all clients receive superior service and perform other duties as assigned. Strong reading and math skills and clear communication are essential to succeed in a fast-paced,