Entry Level Tax Preparer

Jackson Hewitt - 2357•Franklin, KY

16d

About The Position

At Jackson Hewitt, tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. The role provides customer service and tax knowledge to help ease clients’ stress during an important financial event. The Seasonal Entry Level Tax Preparer explains, prepares, and completes accurate tax-related forms, including multiyear, multistate, and year-end forms, and provides IRS audit support. The position includes completing e-filing, providing printed returns for client review, and signing and filing forms with the IRS and state agencies. Flexible schedules are available, including day or night shifts and weekdays or weekends; full-time or part-time work is offered.

Requirements

PTIN certification.
Passion for providing extraordinary customer service.
Excellent communication and interpersonal skills.
Experience working in a fast-paced environment.
Basic knowledge of computer functions.

Nice To Haves

Sales and/or marketing experience.
Bilingual candidates are highly encouraged to apply.

Responsibilities

Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns.
Explain, prepare, and complete tax-related forms, including multiyear, multistate, and year-end forms.
Complete e-filing; provide printed copies of returns for clients to review; and sign and e-file forms with the IRS and state agencies.
Provide clients with IRS audit support.
Complete tax forms in accordance with company policies and applicable legislation and regulations.
Generate business growth, increase client retention, and offer additional products and services.
Collect and process client payments and ensure timely deposits.
Participate in marketing and business-generation efforts.
Provide taxpayers with sufficient information and advice to ensure correct tax form completion.
Answer client calls through the national call center routing system.
Answer questions and provide future tax planning to clients.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.