Tax Preparer Assistant: Client Returns & Bookkeeping

H&R Block, Inc.; Ortonville (MN); On-site; USD 2,066,000 - 3,306,000; Full time

Job summary

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to help begin client interviews by entering client and W-2 information into the tax program and to assist with the closing of interviews by assembling returns, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

The role focuses on delivering superior service to all clients, with duties as assigned.

Qualifications

• 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 skills

Math skills

Communication skills

Windows proficiency

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

H&R Block, Inc. is seeking an entry-level Tax Interview Assistant to help begin client interviews by entering client and W-2 information into the tax program and to assist with the closing of interviews by assembling returns, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

The role focuses on delivering superior service to all clients, with duties as assigned.