Entry Level Tax Preparer
About The Position
Jackson Hewitt tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency, helping reduce the stress associated with filing taxes. 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 involves face-to-face interviews, electronic filing, customer service, tax planning, and contributing to client retention and business growth. Flexible schedules are available for weekdays, weekends, day shifts, and night shifts, on a full-time or part-time basis. Jackson Hewitt provides free tax training and continuing education for tax preparers.
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 communication skills; bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Explain, prepare, and complete accurate tax returns and related forms, including multiyear, multistate, and year-end tax forms.
- Complete e-filing, provide printed return copies for client review, and sign and electronically file forms with the IRS and state agencies.
- Provide clients with IRS audit support.
- Complete tax forms in accordance with company policies and applicable legislation and regulations.
- Collect and process client payments and ensure timely deposits.
- Furnish taxpayers with information and advice to support correct tax form completion.
- 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 as appropriate.
- Generate business, increase client retention, and offer additional products and services.
- Participate in marketing and business generation efforts.
- Support office priorities through teamwork and collaboration.
Benefits
- Free tax training.
- Continuing education for tax preparers.
- Flexible scheduling.
- Various rewards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
