Entry Level Tax Preparer
About The Position
At Jackson Hewitt, tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. The role helps ease the stress of tax filing by providing customer service and tax knowledge. This is a seasonal entry-level position responsible for explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms, and providing IRS audit support. Schedules may be flexible and include day shifts, night shifts, weekdays, and weekends; full-time or part-time work is available.
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 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 tax forms.
- Complete e-filing, provide clients with printed copies of returns for review, and sign and e-file forms with the IRS and state agencies.
- Provide clients with IRS audit support.
- 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 ensure correct completion of tax forms.
- 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
