Tax Preparer Assistant — Building Client Confidence

H&R Block, Inc.; Northfield (MN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. in Minnesota is seeking an entry-level Tax Assistant to help start and close tax interviews. You will enter client data, assemble returns, obtain signatures, and review the final product with clients to ensure accuracy and service quality.

The role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based programs. Prior office experience and the ability to adapt to state/local requirements are helpful.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills sufficient to complete the interview.
• Clear communication in person and by phone.
• Experience using Windows-based software.

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

State and local requirements may apply

Education

High school diploma or equivalent

Job description

H&R Block, Inc. in Minnesota is seeking an entry-level Tax Assistant to help start and close tax interviews. You will enter client data, assemble returns, obtain signatures, and review the final product with clients to ensure accuracy and service quality.

The role emphasizes clear communication, basic math and reading skills, and familiarity with Windows-based programs. Prior office experience and the ability to adapt to state/local requirements are helpful.