Entry Level Tax Preparer

Jackson Hewitt - 2357•Ashland City, 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 associated with filing taxes by providing customer service and tax knowledge. As a seasonal entry-level tax preparer, you will explain, prepare, and complete accurate tax-related forms for clients, including multiyear, multistate, and year-end forms, and provide IRS audit support. You will complete e-filing and provide printed returns for clients to review before signing and filing with 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

Passion for providing extraordinary customer service.
Excellent communication and interpersonal skills.
Experience working in a fast-paced environment.
Basic knowledge of computer functions.
PTIN certification.

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.
Complete e-filing, provide printed copies of returns for client review, and sign and 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 sufficient 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 for resolution, as appropriate.
Support office priorities through teamwork and collaboration.