Tax Prep Assistant: Help Clients, Enter & Finalize Returns

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

Job summary

H&R Block, Inc. is seeking an entry-level role to support tax interviews by entering client and W-2 information into the tax program and assisting with closing the interview process. You will help assemble the tax return, obtain signatures, and review the finished product with the client.

The role emphasizes strong math and reading skills, effective communication, and experience with Windows-based programs to ensure top-tier service for clients in Minnesota.

Qualifications

• Reading and math skills needed to begin and finish the tax interview.
• Strong verbal and written communication skills.
• Familiarity with Windows-based computer programs to process tax data.

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 skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Additional coursework in math, accounting, or finance

Tools

Windows

Job description

H&R Block, Inc. is seeking an entry-level role to support tax interviews by entering client and W-2 information into the tax program and assisting with closing the interview process. You will help assemble the tax return, obtain signatures, and review the finished product with the client.

The role emphasizes strong math and reading skills, effective communication, and experience with Windows-based programs to ensure top-tier service for clients in Minnesota.