Entry Level Tax Preparer

Jackson Hewitt - 2357•La Vergne, TN

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 preparing what may be a client’s largest financial event of the year by providing customer service and tax knowledge. As a seasonal entry-level tax preparer, you will conduct client interviews, prepare and complete tax-related forms, explain tax matters, and provide IRS audit support. You will complete e-filing and provide clients printed copies of returns for review before submitting forms to the IRS and state agencies. Flexible schedules are available, including day and night shifts, weekdays and weekends, and full-time or part-time work.

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 and complete tax-related forms, and e-file returns with the IRS and state agencies after providing clients printed copies for review.
Provide clients with IRS audit support.
Complete tax forms in accordance with company policies and applicable legislation and regulations.
Collect and process client payments and ensure timely deposits.
Contribute to business growth, client retention, marketing, and business generation efforts; offer additional products and services.
Provide taxpayers with information and advice to support correct tax form completion.
Answer client calls through the national call center routing system.
Answer questions and provide future tax planning to clients.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.