Entry Level Tax Preparer

Jackson Hewitt • Columbia, TN

7d

About The Position

As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax rules and processes and provide customer service and tax knowledge to help ease the stress of filing. You will interview clients, prepare and complete accurate tax returns and related forms, explain tax information, and provide IRS audit support. The role also includes e-filing returns, offering future tax-planning guidance, supporting business growth and client retention, processing payments, and contributing to office priorities through teamwork. Flexible schedules are available, including day and night shifts, weekdays and weekends, and 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 through tax codes, rules, and processes, and furnish information and advice to help ensure correct tax form completion.
• Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
• Complete tax-related forms in accordance with company policies and applicable legislation and regulations.
• Complete e-filing, provide printed copies of returns for client review, obtain signatures, and e-file forms with the IRS and state agencies.
• Provide clients with IRS audit support.
• Generate business growth, increase client retention, and offer additional products and services.
• Collect and process client payments while ensuring timely deposits.
• Participate in marketing and business-generation efforts.
• Answer client calls through the national call center routing system.
• Answer client questions and provide future tax-planning guidance.
• Resolve client complaints or refer situations to a supervisor when appropriate.
• Support office priorities through teamwork and collaboration.

Benefits

• Opportunity for advancement.
• Training and development.
• Flexible scheduling.
• License reimbursement.
• Free tax training and continuing education for tax preparers.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed