Tax Prep Assistant - Elevate Client Service & Returns

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

Job summary

H&R Block, Inc. is hiring an assistant who helps with the tax interview, entering client information, and preparing returns in a Minnesota franchise office.

You will greet clients, assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service. This role emphasizes accuracy, communication, and basic Windows skills.

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

Communication

Education

High School Diploma or equivalent

Tools

Windows

Job description

H&R Block, Inc. is hiring an assistant who helps with the tax interview, entering client information, and preparing returns in a Minnesota franchise office.

You will greet clients, assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures while delivering superior service. This role emphasizes accuracy, communication, and basic Windows skills.