Tax Prep Support Specialist

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

Job summary

H&R Block in Minnesota is hiring a Tax Interview Assistant to help start and finalize client tax interviews. You will enter client and W-2 information into the tax program and support a smooth, accurate filing experience for every customer.

You will assemble returns, obtain signatures, review the finished product with the client, and perform basic bookkeeping procedures. Strong communication and basic math skills are essential to delivering superior service to every client.

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

• 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

High school diploma or equivalent

Reading skills

Math skills

Communication skills

Windows-based computer programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block in Minnesota is hiring a Tax Interview Assistant to help start and finalize client tax interviews. You will enter client and W-2 information into the tax program and support a smooth, accurate filing experience for every customer.

You will assemble returns, obtain signatures, review the finished product with the client, and perform basic bookkeeping procedures. Strong communication and basic math skills are essential to delivering superior service to every client.