Tax Prep Assistant: Client-Focused Tax Support

H&R Block, Inc.; Nisswa (MN); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block in Minnesota is seeking a frontline associate to assist with the tax interview process and ensure client satisfaction. You will enter client and W-2 information into the tax program, and prepare the tax returns for signature while providing reliable support throughout the process.

The role requires basic reading and math skills, clear communication, and familiarity with Windows-based programs. State and local requirements may apply, with a focus on accuracy and customer service.

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

Reading and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block in Minnesota is seeking a frontline associate to assist with the tax interview process and ensure client satisfaction. You will enter client and W-2 information into the tax program, and prepare the tax returns for signature while providing reliable support throughout the process.

The role requires basic reading and math skills, clear communication, and familiarity with Windows-based programs. State and local requirements may apply, with a focus on accuracy and customer service.