Tax Prep Assistant: Build Returns & Serve Clients

H&R Block, Inc.; Minnesota; On-site; USD 19,000 - 23,000; Full time

Job summary

H&R Block, Inc. in Minnesota is seeking a role to assist at the start and end of tax interviews, entering client and W-2 data and assembling tax returns with client signatures. You will ensure superior service for all clients and perform related duties as assigned.

The position emphasizes strong reading and math skills, effective communication, and familiarity with Windows-based programs, with potential for additional state/local requirements.

Qualifications

• High school diploma or equivalent is required.
• Reading and math skills 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

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Tools

Windows-based programs

Job description

H&R Block, Inc. in Minnesota is seeking a role to assist at the start and end of tax interviews, entering client and W-2 data and assembling tax returns with client signatures. You will ensure superior service for all clients and perform related duties as assigned.

The position emphasizes strong reading and math skills, effective communication, and familiarity with Windows-based programs, with potential for additional state/local requirements.