Tax Prep Assistant: Launch Your Finance Career

H&R Block; Waseca (MN); On-site; USD 21,000 - 22,000; Part time

Job summary

H&R Block is seeking a team-oriented individual in Minnesota to assist with early tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling tax returns, obtaining signatures, and reviewing the finished product with clients, while completing bookkeeping procedures.

The role emphasizes delivering superior service to all clients and performing additional duties as assigned.

Qualifications

• High school diploma or equivalent required.
• 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 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

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block is seeking a team-oriented individual in Minnesota to assist with early tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling tax returns, obtaining signatures, and reviewing the finished product with clients, while completing bookkeeping procedures.

The role emphasizes delivering superior service to all clients and performing additional duties as assigned.