Tax Prep Assistant: Client Services & Returns

H&R Block; Mound (MN); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block in Minnesota is seeking an entry-level teammate to support tax interviews and client service. You will enter client and W-2 data into the tax program and help assemble returns, obtain signatures, and review the completed product with clients.

You may also perform bookkeeping procedures as part of a comprehensive service experience. The role emphasizes accurate data entry, clear communication with clients, and delivering superior service during every interview.

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

Math skills

Verbal communication

Windows

State/local requirements

Education

HS diploma

Job description

H&R Block in Minnesota is seeking an entry-level teammate to support tax interviews and client service. You will enter client and W-2 data into the tax program and help assemble returns, obtain signatures, and review the completed product with clients.

You may also perform bookkeeping procedures as part of a comprehensive service experience. The role emphasizes accurate data entry, clear communication with clients, and delivering superior service during every interview.