Tax Prep Assistant — Grow Client‑Focused Tax Skills

H&R Block, Inc.; Saint James (MN); On-site; USD 21,000 - 22,000; Full time

Job summary

H&R Block, Inc. in Minnesota seeks a detail‑oriented team member to support the tax interview process.

You’ll start by entering client and W‑2 information into our tax program, helping set the foundation for accurate returns and smooth service for every client. In the closing stage you’ll help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.

Qualifications

• High school diploma or equivalent.
• Reading and math skills to begin and finish the tax interview.
• Ability to communicate effectively in person and on the phone.
• 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

Communication skills

Reading & math

Phone & in-person communication

Customer service

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. in Minnesota seeks a detail‑oriented team member to support the tax interview process.

You’ll start by entering client and W‑2 information into our tax program, helping set the foundation for accurate returns and smooth service for every client. In the closing stage you’ll help assemble the tax return, obtain signatures, review the finished product with the client, and complete bookkeeping procedures.