Tax Professional

$24,960 - $33,280/Yr

Jackson Hewitt - Birmingham, AL

Part-time,Full-time - Entry Level

Birmingham, AL

Professional, Scientific, and Technical Services

About the position

The Tax Professional at Jackson Hewitt Tax Service is responsible for providing exceptional customer service and tax preparation assistance to clients. This role involves conducting in-person interviews, utilizing proprietary tax software, and ensuring compliance with tax regulations. The position is open to entry-level candidates, with training provided through Tax School, making it an excellent opportunity for individuals looking to start a career in tax preparation.

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).
• Engages in hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele.

Requirements

• High School Degree or equivalent
• 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

Nice-to-haves

• Field Instructor, Remote Support and Call Center certified
• 1+ years of experience preferably in sales, service and or tax preparation
• Remote Support or Call Center ready certified
• Enrolled Agent (EA) certification

Benefits

• Flexible schedule
• Bonus opportunities
• Commission pay