Tax Prep Support Specialist

H&R Block; Minnesota; On-site; USD 19,000 - 23,000; Full time

Job summary

H&R Block in Minnesota is seeking a Tax Interview Assistant to help begin tax interviews by entering client and W-2 information into the tax program, and to support the tax prep process.

You will close the interview by assembling the tax return, obtaining signatures, and reviewing the finished product with the client, while ensuring superior service. This role requires a high school diploma, solid reading and math skills, and strong communication, with experience in Windows-based software.

Qualifications

• High school diploma or equivalent.
• 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

• Begin tax interview by entering client and W-2 information into the tax program.
• Close 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

Reading and Math

Customer Service

Education

High school diploma

Tools

Windows-based software

Job description

H&R Block in Minnesota is seeking a Tax Interview Assistant to help begin tax interviews by entering client and W-2 information into the tax program, and to support the tax prep process.

You will close the interview by assembling the tax return, obtaining signatures, and reviewing the finished product with the client, while ensuring superior service. This role requires a high school diploma, solid reading and math skills, and strong communication, with experience in Windows-based software.