Tax Prep Assistant: Help Clients File Confidently

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

Job summary

H&R Block, Inc. in Minnesota is seeking a Tax Interview Assistant to support the tax preparation process and deliver superior client service. You will input client and W-2 data into the tax program and help assemble tax returns with accuracy.

The role emphasizes clear communication, attention to detail, and teamwork to ensure high-quality service and proper documentation during the interview and closing phases.

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

Reading and math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Minnesota is seeking a Tax Interview Assistant to support the tax preparation process and deliver superior client service. You will input client and W-2 data into the tax program and help assemble tax returns with accuracy.

The role emphasizes clear communication, attention to detail, and teamwork to ensure high-quality service and proper documentation during the interview and closing phases.