Entry Level Tax Preparer
About The Position
At Jackson Hewitt, Tax Preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. The role focuses on easing the stress of tax filing by providing expert customer service and tax knowledge. As a Seasonal Entry Level Tax Preparer, you will explain, prepare, and complete accurate tax-related forms for clients, including multiyear, multistate, and year-end forms, and provide IRS audit support. You will also complete e-filing, provide printed returns for client review, and submit returns to the IRS and state agencies. Flexible schedules are available, including day or night shifts and weekdays or weekends; full-time or part-time work is offered.
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 and math.
Nice To Haves
- Sales and/or marketing experience.
- Experience in accounting, finance, retail, bookkeeping, or tax.
- Bachelor’s degree in Accounting or a related field.
- Bilingual ability; bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Prepare complete and accurate tax returns.
- Explain and complete tax-related forms, including multiyear, multistate, and year-end forms.
- Complete e-filing, provide printed copies of returns for client review, and submit signed forms 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 support correct completion of tax forms.
- Answer client calls through the national call center routing system.
- Answer client questions and provide future tax planning.
- Resolve client complaints or refer situations to a supervisor when 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
