Tax Prep Assistant: Client-Focused Tax Interview Support

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

Job summary

H&R Block, Inc. in Hastings, MN is seeking a teammate to assist with the tax interview process by entering client and W-2 information into the tax program.

You will help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures. The role requires a high school diploma or equivalent, strong reading and math skills, and the ability to communicate effectively in person and on the phone.

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 skills

Reading and math skills

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Hastings, MN is seeking a teammate to assist with the tax interview process by entering client and W-2 information into the tax program.

You will help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures. The role requires a high school diploma or equivalent, strong reading and math skills, and the ability to communicate effectively in person and on the phone.