Tax Prep Assistant: Interview & Returns Support

H&R Block, Inc.; Minneapolis (MN); On-site; USD 26,000 - 30,000; Full time

Job summary

H&R Block, Inc. in Minneapolis seeks a detail-oriented team member to start the tax interview by entering client and W-2 information into the tax software.

You will assist with closing the interview, assemble the tax return, obtain signatures, review results with the client, and complete bookkeeping procedures, ensuring superior service for all clients. Requirements include a high school diploma or equivalent, solid reading and math skills, and strong communication abilities in person and by

Qualifications

• 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 skills

Math skills

Communication skills

Windows-based programs

Education

High school diploma or equivalent

Tools

Windows software

Job description

H&R Block, Inc. in Minneapolis seeks a detail-oriented team member to start the tax interview by entering client and W-2 information into the tax software.

You will assist with closing the interview, assemble the tax return, obtain signatures, review results with the client, and complete bookkeeping procedures, ensuring superior service for all clients. Requirements include a high school diploma or equivalent, solid reading and math skills, and strong communication abilities in person and by