Tax Prep Assistant - Client-Focused Returns & Data Entry

H&R Block, Inc.; Lakeville (MN); On-site; USD 15,000 - 18,000; Full time

Job summary

H&R Block, Inc. in Lakeville, Minnesota is seeking an entry-level Tax Assistant to support busy tax professionals. You will help start interviews by entering client and W-2 information into the tax program and assist with assembling returns.

You will help ensure clients receive superior service, complete signatures, and participate in closing the interview, with other duties as assigned. Must have high school diploma or equivalent and basic reading/math skills, plus ability to communicate well

Qualifications

• High school diploma or equivalent required.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• 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

Customer service

Education

High school diploma or equivalent

Math/accounting coursework

Tools

Windows-based programs

Job description

H&R Block, Inc. in Lakeville, Minnesota is seeking an entry-level Tax Assistant to support busy tax professionals. You will help start interviews by entering client and W-2 information into the tax program and assist with assembling returns.

You will help ensure clients receive superior service, complete signatures, and participate in closing the interview, with other duties as assigned. Must have high school diploma or equivalent and basic reading/math skills, plus ability to communicate well