Jackson-Hewitt Tax Services - Peachtree City, GA

posted 16 days ago

Part-time,Full-time - Entry Level
Peachtree City, GA
Professional, Scientific, and Technical Services

About the position

The Seasonal Tax Preparer position at Jackson Hewitt Tax Services involves assisting clients with their tax preparation needs during the busy tax season from mid-December to mid-April. This role emphasizes exceptional customer service, thorough client interviews, and accurate tax form completion, all while providing free training and certification to new hires.

Responsibilities

  • Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques.
  • Conducts a thorough in-person interview with potential clients, using the company's proprietary tax software application.
  • Delivers exceptional customer service by anticipating customer needs and considering the impact of all decisions/actions on the customer.
  • Answers client calls via the national call center routing system.
  • Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.
  • Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Consults tax law reference materials to determine procedures for preparation of atypical returns.
  • Answers questions and provides future tax planning to clients.
  • Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Researches tax-related questions and issues, and responds to clients appropriately and within a timely manner.
  • Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution.
  • Audits all tax return forms for accuracy and completeness (i.e., client signatures).

Requirements

  • Experience or desire in providing exceptional client service and performing multiple tasks in a fast-paced environment.
  • Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele.
  • High School Degree or equivalent.
  • Experience preferably in sales, service, and tax preparation.
  • PTIN (Preparer Tax Identification Number) required.
  • Good communication, interpersonal, and customer service skills.
  • Basic knowledge of computer functions and math required.
  • Ability to lift a maximum of 25 lbs.
  • Strong attention to detail and accuracy.
  • Ability to work under pressure, in a fast-paced working environment.

Benefits

  • Free training and certification.
  • Highly competitive hourly rate plus three bonus programs.
  • Free processing of your Tax Return.
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