Tax Prep Assistant: Client-Focused Returns & Bookkeeping

H&R Block; Aitkin (MN); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block in Minnesota is seeking a detail‑oriented tax assistant to support the interview process. You will enter client and W-2 information into the tax program and help assemble the return, obtaining signatures and completing bookkeeping steps.

You will review the finished product with clients, ensure superior service, and handle all other duties as assigned. Strong communication, basic math, and Windows‑based software experience are preferred.

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 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

Communication

Reading

Math skills

Customer service

Phone skills

Education

High school diploma or equivalent

Tools

Windows OS

Job description

H&R Block in Minnesota is seeking a detail‑oriented tax assistant to support the interview process. You will enter client and W-2 information into the tax program and help assemble the return, obtaining signatures and completing bookkeeping steps.

You will review the finished product with clients, ensure superior service, and handle all other duties as assigned. Strong communication, basic math, and Windows‑based software experience are preferred.