Entry Level Tax Preparer

Jackson Hewitt • Selmer, TN

7d

About The Position

As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax rules and processes, prepare accurate tax returns, and provide expert customer service. The role involves explaining and completing tax-related forms for individual clients, including multiyear, multistate, and year-end forms, and providing IRS audit support. Tax preparers conduct face-to-face interviews, complete electronic filing, and give clients printed returns for review before filing with the IRS and state agencies. The position also supports business growth, client retention, marketing, and the offering of additional products and services. Schedules may be flexible and can include day or night shifts, weekdays or weekends, and full-time or part-time work. Jackson Hewitt provides 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

• Guide clients through tax codes, rules, and processes, providing customer service and tax knowledge.
• Conduct face-to-face tax interviews with clients.
• Prepare complete and accurate tax returns and related tax forms in compliance with policies, legislation, and regulations.
• Explain, complete, and file tax-related forms, including multiyear, multistate, and year-end forms.
• Complete e-filing and provide printed return copies for clients to review before filing with IRS and state agencies.
• Provide clients with IRS audit support.
• Furnish taxpayers with information and advice to help ensure correct tax form completion.
• Answer client calls through the national call center routing system, respond to questions, and provide future tax planning.
• 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 them to a supervisor when appropriate.
• Support office priorities through teamwork and collaboration.

Benefits

• Opportunity for advancement
• Training and development
• Flexible schedule
• License reimbursement
• Free tax training
• Continuing education for tax preparers

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed