Entry Level Tax Preparer

Jackson Hewitt•La Vergne, TN

About The Position

The Entry Level Tax Preparer guides clients through tax rules and processes, provides customer service and tax knowledge, and helps reduce the stress associated with preparing tax returns. This seasonal role involves conducting client interviews, preparing accurate tax returns and related forms, explaining tax information, and supporting clients with tax questions and IRS audits. Tax preparers may receive free tax training and continuing education.

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.
Guide clients through tax rules and processes and explain tax-related information.
Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
Complete e-filing, provide printed return copies for client review, and submit signed forms electronically 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.
Furnish taxpayers with sufficient information and advice to help ensure correct tax form completion.
Answer client calls through the national call center routing system.
Answer client questions and provide future tax planning guidance.
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.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.