Tax Prep Assistant — Elevate Client Tax Experience

H&R Block, Inc.; Caledonia (MN); On-site; USD 19,000 - 23,000; Full time

Job summary

H&R Block, Inc. in Minnesota is seeking an entry-level Tax Interview Assistant.

You will help start the tax interview by entering client and W-2 information into the tax software and assist with the closing by assembling returns, obtaining signatures, and reviewing the final product with clients. The role emphasizes accurate data entry, clear communication, and delivering superior service to all clients while adhering to state and local requirements.

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

Communication skills

Windows-based programs

Education

High School Diploma or equivalent

Tools

Windows software environment

Job description

H&R Block, Inc. in Minnesota is seeking an entry-level Tax Interview Assistant.

You will help start the tax interview by entering client and W-2 information into the tax software and assist with the closing by assembling returns, obtaining signatures, and reviewing the final product with clients. The role emphasizes accurate data entry, clear communication, and delivering superior service to all clients while adhering to state and local requirements.