Entry Level Tax Preparer

Jackson Hewitt•Bowling Green, KY

15d

About The Position

As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will help clients understand tax rules and processes, prepare accurate tax returns and related forms, and provide expert customer service and tax guidance. You will conduct face-to-face tax interviews, complete e-filing, provide printed returns for client review, and file forms with the IRS and state agencies. The role also includes supporting clients with IRS audits, answering questions and providing future tax-planning guidance, resolving or referring complaints, and contributing to business growth, client retention, marketing, and sales of additional products and services. You will also process client payments, make timely deposits, answer calls routed through the national call center, and collaborate with the office team. The job offers flexible scheduling, including day and night shifts and weekday and weekend availability. Full-time or part-time schedules are available. Jackson Hewitt provides free tax training and continuing education for tax preparers. Compensation is $12.00 per hour. The posting notes that most locations are operated by independent franchisees, which are the employers responsible for employment decisions and practices at their locations.

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

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, including multiyear, multistate, and year-end tax forms.
Complete e-filing, provide printed copies of returns for client review, and file forms with the IRS and state agencies.
Provide clients with IRS audit support.
Complete tax forms in accordance with policies and applicable legislation and regulations.
Collect and process client payments and ensure timely deposits.
Furnish 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 guidance.
Resolve client complaints or refer situations to a supervisor as appropriate.
Generate business growth, increase client retention, and offer additional products and services.
Participate in marketing and business-generation efforts.
Support office priorities through teamwork and collaboration.