Income Tax Preparer 3 plus years experience 1040 series

Jackson Hewitt - Bolingbrook, IL

Full-time - Entry Level

Bolingbrook, IL

Professional, Scientific, and Technical Services

About the position

As a Seasonal Experienced Tax Preparer at Jackson Hewitt, you will play a crucial role in guiding clients through the complexities of tax codes and processes. This position focuses on providing expert customer service and tax knowledge, ensuring that clients feel supported during what can be a stressful financial event. You will be responsible for preparing accurate tax-related forms, conducting face-to-face interviews, and offering IRS audit support, all while contributing to the growth and retention of the client base.

Responsibilities

• Provide expert guidance and prepare accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms.
• Conduct face-to-face tax interviews with clients to gather necessary information.
• Complete E-filing and provide printed copies of returns for clients to review and sign.
• Answer client calls via the national call center routing system and address tax-related questions.
• Provide future tax planning advice to clients in a timely manner.
• Collect and process clients' payments while ensuring timely deposits.
• Engage in marketing and business generation efforts to increase client retention.
• Support office priorities through teamwork and collaboration.
• Mentor and support teammates, providing guidance and acting as a lead when necessary.

Requirements

• 2+ seasons of previous tax experience in a tax office doing 1040 and all schedules.
• Experience completing individual 1040 tax returns and all schedules.
• Passion for providing extraordinary customer service.
• Excellent communication and interpersonal skills.
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment.
• Experience working in a fast-paced environment.
• Strong attention to detail and accuracy.
• PTIN Certification.

Nice-to-haves

• CPA or Enrolled Agent license is a bonus.
• Bilingual candidates are highly encouraged to apply.

Benefits

• Flexible schedules available for full-time or part-time work.
• Opportunity to learn a new career in the tax industry.
• Support for individuals with gaps in work history or limited experience.