Tax Return Prep Assistant & Client Support

H&R Block, Inc.; New Prague (MN); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. in Minnesota seeks an associate to start the tax interview by entering client and W-2 information into the tax program. You will assist with assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

Responding to client needs, you will ensure all clients receive superior service and perform additional duties as assigned to support tax-season operations.

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

Reading and math skills

Communication skills

Windows-based computer experience

Education

High school diploma or equivalent

Tools

Windows-based software

Job description

H&R Block, Inc. in Minnesota seeks an associate to start the tax interview by entering client and W-2 information into the tax program. You will assist with assembling the tax return, obtaining signatures, reviewing the finished product with the client, and completing bookkeeping procedures.

Responding to client needs, you will ensure all clients receive superior service and perform additional duties as assigned to support tax-season operations.