Entry Level Tax Preparer

Jackson Hewitt - 2357•Bowling Green, KY

18h

About The Position

At Jackson Hewitt, tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. This role helps make tax preparation less stressful by providing customer service and tax knowledge. The Seasonal Entry Level Tax Preparer explains, prepares, and completes accurate tax-related forms for clients, including multiyear, multistate, and year-end forms, and provides IRS audit support. The role includes conducting client interviews, completing and e-filing returns, answering questions, offering tax planning, and supporting business growth and office priorities. 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 candidates are highly encouraged to apply.

Responsibilities

Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns and related tax forms in accordance with policies, legislation, and regulations.
Explain and complete tax-related forms, including multiyear, multistate, and year-end forms.
Complete e-filing, provide printed return copies for client review, and submit signed forms electronically to the IRS and state agencies.
Provide clients with IRS audit support.
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.