Tax Preparer - No Experience

Jackson Hewitt • Sapulpa, OK

401d

About The Position

The Tax Preparer position at Jackson Hewitt is an entry-level role focused on delivering exceptional customer service while assisting clients with their tax preparation needs. This role involves working with sensitive information and requires a strong commitment to client advocacy, ensuring clients receive their maximum tax refund efficiently and effectively. Training is provided for income tax preparation and customer service excellence.

Requirements

• Retail experience providing exceptional client service in a fast-paced environment.
• Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele.
• 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.
• PTIN Certification.

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 our 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).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: No Education Listed