Entry Level Tax Preparer

Jackson Hewitt•Waynesboro, TN

About The Position

As a seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax codes, rules, and processes while providing accurate tax preparation and excellent customer service. The role helps ease clients’ stress around an important financial event by explaining tax matters and supporting them throughout the process. You will prepare and complete tax-related forms, including multiyear, multistate, and year-end returns, and provide IRS audit support. The position also involves client interviews, electronic filing, payment processing, business development, and teamwork. Flexible schedules are available, including day or night shifts and weekdays or weekends, with full-time or part-time options.

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 ability; bilingual candidates are highly encouraged to apply.

Responsibilities

Conduct face-to-face tax interviews with clients.
Guide clients, explain tax matters, and prepare complete and accurate tax returns, including multiyear, multistate, and year-end forms.
Complete e-filing, provide printed copies of returns for client review, and file forms with the IRS and state agencies.
Provide clients with IRS audit support and future tax-planning guidance.
Complete related 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 support correct tax-form completion.
Answer client calls through the national call-center routing system.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.