Entry Level Tax Preparer

Jackson Hewitt - 2357•Mt Juliet, TN

About The Position

At Jackson Hewitt, tax preparers help clients navigate tax codes, rules, and processes with integrity, quality, and consistency. The role focuses on easing clients’ stress around tax preparation by providing knowledgeable guidance and customer service. As a Seasonal Entry Level Tax Preparer, you will interview clients, explain and prepare tax-related forms, complete accurate returns, and provide IRS audit support. You will also help with e-filing and printed return copies for client review, and submit 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

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 abilities; 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.
Explain and complete tax-related forms and provide taxpayers with information and advice to support correct form completion.
Complete e-filing, provide printed copies of returns for client review, and 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.
Answer client calls routed through the national call center system.
Answer client questions and provide future tax planning.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.