Tax Prep Assistant — Elevate Client Tax Experience

H&R Block, Inc.; Morris (MN); On-site; USD 22,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking an entry-level team member to support tax interviews in Morris, MN. You will enter client and W-2 information, assemble returns, obtain signatures, and review outcomes with clients, while handling bookkeeping tasks as needed.

The role emphasizes strong communication, basic math, and comfort with Windows-based programs. Additional state and local requirements may apply.

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 signatures, reviewing the finished product with the client
• Complete bookkeeping procedures
• Ensure all H&R Block clients are receiving superior service
• All other duties as assigned

Skills

Verbal communication

Reading skills

Math skills

Windows software

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level team member to support tax interviews in Morris, MN. You will enter client and W-2 information, assemble returns, obtain signatures, and review outcomes with clients, while handling bookkeeping tasks as needed.

The role emphasizes strong communication, basic math, and comfort with Windows-based programs. Additional state and local requirements may apply.