Entry Level Tax Preparer
About The Position
Jackson Hewitt tax preparers help clients navigate tax codes, rules, and processes with integrity, quality, and consistency. The role provides customer service and tax knowledge to ease the stress of preparing what may be a significant financial event for clients. As a seasonal entry-level tax preparer, you will guide clients, explain and prepare tax-related forms, complete accurate tax returns, and provide IRS audit support. Work includes multiyear, multistate, and year-end tax forms, as well as completing and e-filing returns with the IRS and state agencies. Flexible schedules are available, including day or night shifts and weekdays or weekends; full-time and part-time options are listed.
Requirements
- PTIN certification is required.
- 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 client 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 information and advice to support correct tax form completion.
- Answer client calls through the national call center routing system.
- Answer client questions and provide future tax planning.
- Resolve client complaints or refer situations to a supervisor as appropriate.
- Support office priorities through teamwork and collaboration.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
