Tax Prep Assistant - Client-Focused Returns

H&R Block, Inc.; Winona (MN); On-site; USD 23,000 - 30,000; Full time

Job summary

H&R Block, Inc. in Winona, MN is seeking an entry-level Tax Interview Assistant to help begin tax interviews, enter client and W-2 information, and support the preparation of tax returns. You will assist with closing interviews, obtain signatures, review the finished product with clients, and ensure every client receives superior service.

Some state/local requirements may apply. The role emphasizes customer service, accuracy, and basic math and reading skills, with familiarity of Windows-based

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

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Winona, MN is seeking an entry-level Tax Interview Assistant to help begin tax interviews, enter client and W-2 information, and support the preparation of tax returns. You will assist with closing interviews, obtain signatures, review the finished product with clients, and ensure every client receives superior service.

Some state/local requirements may apply. The role emphasizes customer service, accuracy, and basic math and reading skills, with familiarity of Windows-based