Entry Level Tax Preparer

Jackson Hewitt - 2357•Hendersonville, 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 ease the stress of preparing taxes by providing customer service and tax knowledge. As a Seasonal Entry Level Tax Preparer, you will guide clients, explain and prepare accurate tax-related forms, and provide IRS audit support. The role includes completing e-filing, providing printed returns for client review, and submitting signed returns to 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

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.
Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
Complete e-filing and provide printed copies of returns for clients to review; submit signed returns 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.
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 information and advice to help ensure 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.