Entry Level Tax Preparer

Jackson Hewitt•Ashland City, TN

About The Position

Jackson Hewitt tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. This seasonal entry-level role provides customer service and tax knowledge to help clients complete an important and often emotional financial task. The position involves preparing accurate tax returns and related forms, supporting clients with tax questions and IRS audits, and helping grow and retain the client base. The role includes face-to-face tax interviews, electronic filing, providing clients with printed returns for review, processing payments, and answering calls through a national call center routing system. Jackson Hewitt offers free tax training and continuing education for tax preparers. Scheduling is described as flexible, with day and night shifts and weekday and weekend availability; 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.

Nice To Haves

Sales and/or marketing experience.
Bilingual ability; bilingual candidates are highly encouraged to apply.

Responsibilities

Guide clients through tax rules and processes, explain tax-related matters, and prepare and complete accurate tax forms, including multiyear, multistate, and year-end forms.
Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns.
Complete electronic 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.
Furnish taxpayers with information and advice to support correct completion of tax forms.
Answer client calls through the national call center routing system and respond to client questions, including future tax-planning questions.
Generate business growth, increase client retention, and offer additional products and services.
Support marketing and business-generation efforts.
Collect and process client payments and ensure timely deposits.
Resolve client complaints or refer situations to a supervisor when appropriate.
Support office priorities through teamwork and collaboration.