Entry Level Tax Preparer

Jackson Hewitt•Glasgow, KY

15d

About The Position

At Jackson Hewitt, tax preparers help clients understand tax codes, rules, and processes while providing accurate tax preparation and customer service. The role supports clients through what may be an emotional and significant financial event by easing stress and offering tax knowledge. This is a seasonal entry-level position with flexible scheduling options, including day or night shifts and weekdays or weekends; full-time or part-time schedules are available. Jackson Hewitt offers free tax training and continuing education for tax preparers.

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 skills; bilingual candidates are highly encouraged to apply.

Responsibilities

Guide clients through tax-related questions and explain tax rules and processes.
Prepare, review, and complete accurate tax returns and related forms, including multiyear, multistate, and year-end tax forms.
Conduct face-to-face tax interviews with clients.
Complete e-filing, provide clients printed copies of returns for review, and submit signed returns to the IRS and state agencies.
Provide clients with IRS audit support and future tax-planning assistance.
Complete tax forms in accordance with company policies and applicable legislation and regulations.
Collect and process client payments and ensure timely deposits.
Support business growth and client retention by marketing and offering additional products and services.
Provide taxpayers with sufficient information and advice to help ensure 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.