Entry Level Tax Preparer
About The Position
Jackson Hewitt provides tax guidance and support to clients, helping them navigate tax codes, rules, and processes with integrity, quality, and consistency. Tax preparation can be an emotional and significant financial event for clients, and this role helps ease their stress through customer service and tax knowledge. As a Seasonal Entry Level Tax Preparer, you will interview clients, prepare accurate tax returns and related forms, explain tax matters, and provide IRS audit support. The role also includes e-filing returns, handling payments, answering calls, supporting business growth and client retention, and collaborating with the office team. Flexible schedules are available, including day or night shifts and weekdays or weekends. Full-time and part-time schedules are mentioned.
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.
- Provide guidance and explain tax-related matters to clients.
- Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
- Complete e-filing, provide printed copies of returns for client review, and sign and e-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 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
