Entry Level Tax Preparer
About The Position
At Jackson Hewitt, the Entry Level Tax Preparer helps clients navigate tax codes, rules, and processes with integrity, quality, and consistency. The role provides customer service and tax guidance during what can be an important and emotional financial event for clients. As a seasonal tax preparer, you will conduct client interviews, prepare accurate tax returns and related forms, complete e-filing, provide printed returns for client review, and offer IRS audit support. The position also involves helping grow the business and retain clients, processing payments, marketing, answering calls, providing tax-planning guidance, resolving or referring complaints, and collaborating with the office team. 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 ability; bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
- Explain tax-related forms and provide guidance to clients.
- Complete e-filing, provide printed copies of returns for clients to review, and submit signed forms to 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 support correct tax-form completion.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
