Tax Return Assistant | Client-Focused Prep Support

H&R Block; Saint Michael (MN); On-site; USD 22,000 - 34,000; Part time

Job summary

H&R Block seeks a team member to assist at the start of tax interviews by entering client and W-2 information into the tax program, and to assist at interview closure by assembling returns and obtaining signatures. You will review the finished product with clients and complete bookkeeping procedures.

Additional state and local requirements may apply; you will ensure all clients receive superior service and handle other 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 and math skills

Communication skills

Windows-based computer programs

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block seeks a team member to assist at the start of tax interviews by entering client and W-2 information into the tax program, and to assist at interview closure by assembling returns and obtaining signatures. You will review the finished product with clients and complete bookkeeping procedures.

Additional state and local requirements may apply; you will ensure all clients receive superior service and handle other duties as assigned.