About the position
At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge. As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, year-end tax forms and providing clients with IRS audit support. You will conduct face-to-face tax interviews with clients, prepare complete and accurate tax returns, and generate business growth while increasing client retention. You will also be involved in marketing and business generation efforts, ensuring compliance with legislation and regulations, and providing clients with sufficient information and advice to ensure correct tax form completion. This position offers flexible schedules, including day shifts, night shifts, weekends, and weekdays, making it ideal for individuals looking to learn a new career in the tax industry or those with gaps in their work history. Whether you are a recent college graduate, a stay-at-home parent, or a veteran transitioning from service, we encourage you to apply. Bilingual candidates are highly encouraged to apply as well.
Responsibilities
- Provide guidance and explain tax-related forms to clients.
- Prepare and complete accurate tax returns for clients.
- Conduct face-to-face tax interviews with clients.
- Generate business growth and increase client retention.
- Provide clients with IRS audit support.
- Complete all related tax forms in accordance with policies and regulations.
- Collect and process clients' payments while ensuring timely deposits.
- Engage in marketing and business generation efforts.
- Answer client calls via the national call center routing system.
- Resolve client complaints or refer situations to the supervisor for resolution.
- Support office priorities through teamwork and collaboration.
Requirements
- Passion for providing extraordinary customer service.
- Excellent communication and interpersonal skills.
- Experience working in a fast-paced environment.
- Basic knowledge of computer functions and math.
- Sales and/or marketing experience.
- Experience in accounting, finance, retail, bookkeeping, or tax preferred.
- Bachelor's degree in Accounting or related field is a plus!
- PTIN Certification is required.
Nice-to-haves
- Bilingual candidates are highly encouraged to apply.
- Experience in customer service roles.
Benefits
- Flexible work schedules (day shift, night shift, weekends, weekdays).
- Opportunity to learn and grow in the tax industry.
