Tax Prep Assistant: Client-Focused Tax Support

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

Job summary

H&R Block is seeking a role focused on assisting during tax interviews, gathering client and W-2 information, and helping assemble and finalize tax returns. This position emphasizes accuracy, client service, and teamwork in a franchise setting.

Ideal candidates have a high school diploma, strong reading and math skills, and experience with Windows-based programs. State and local requirements may apply; duties include performing additional tasks as assigned.

Qualifications

• 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

Reading skills

Math skills

Communication skills

Windows familiarity

Education

High school diploma or equivalent

Job description

H&R Block is seeking a role focused on assisting during tax interviews, gathering client and W-2 information, and helping assemble and finalize tax returns. This position emphasizes accuracy, client service, and teamwork in a franchise setting.

Ideal candidates have a high school diploma, strong reading and math skills, and experience with Windows-based programs. State and local requirements may apply; duties include performing additional tasks as assigned.