Tax Prep Assistant — Client-Facing Filing & Support

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

Job summary

H&R Block is hiring an assistant to support the tax interview process in Minnesota. You will enter client and W-2 information into the tax program and help assemble returns, obtain signatures, and review the final product with the client.

You will also perform bookkeeping tasks and ensure excellent service for all clients. Strong attention to detail and clear communication are essential, with a focus on accuracy in a fast-paced tax season.

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 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 skills

Math skills

Communication skills

Windows-based software familiarity

Education

High School Diploma

Tools

Windows-based software

Job description

H&R Block is hiring an assistant to support the tax interview process in Minnesota. You will enter client and W-2 information into the tax program and help assemble returns, obtain signatures, and review the final product with the client.

You will also perform bookkeeping tasks and ensure excellent service for all clients. Strong attention to detail and clear communication are essential, with a focus on accuracy in a fast-paced tax season.