Entry Level Tax Preparer

Jackson Hewitt - 2357•Gallatin, TN

16d

About The Position

At Jackson Hewitt, tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. The role helps reduce the stress associated with a major annual financial event by providing expert customer service and tax knowledge. As a Seasonal Entry Level Tax Preparer, you will guide clients through tax-related forms, prepare and complete accurate returns, and provide IRS audit support. You will conduct face-to-face interviews, complete e-filing and provide printed returns for client review, and file signed forms with the IRS and state agencies. The role also includes client service, tax planning, business growth and marketing activities, payment processing, and collaboration with the office team. Flexible schedules are available for weekdays, weekends, day shifts, and night shifts. Full-time or part-time work is offered.

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 skills; 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.
Guide clients through tax-related forms and furnish sufficient information and advice to support correct form completion.
Complete e-filing, provide printed copies of returns for client review, and file signed 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.
Answer client calls routed through the national call center system.
Answer client questions and provide future tax planning.
Resolve client complaints or refer them to a supervisor when appropriate.
Support office priorities through teamwork and collaboration.