Entry Level Tax Preparer

Jackson Hewitt - 2357•Smyrna, TN

About The Position

Jackson Hewitt is seeking an entry-level tax preparer to guide clients through tax codes, rules, and processes with integrity, quality, and consistency. The role focuses on easing clients’ stress by providing customer service and tax knowledge during the preparation of what may be their largest financial event of the year. The seasonal role involves conducting client interviews, preparing accurate tax returns, completing and e-filing tax forms, and providing IRS audit support. The position also includes client service, payment processing, business growth and marketing activities, and collaboration with the office team. Flexible schedules are available for day or night shifts and weekdays or weekends; full-time and part-time schedules are offered.

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 candidates are highly encouraged to apply.

Responsibilities

Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
Explain, complete, print, and e-file tax forms with the IRS and state agencies for client review and filing.
Provide clients with IRS audit support.
Complete related tax forms in accordance with company policies and applicable legislation and regulations.
Collect and process client payments and ensure timely deposits.
Generate business growth, increase client retention, and offer additional products and services.
Participate in marketing and business generation efforts.
Provide taxpayers with sufficient information and advice to support correct tax form completion.
Answer client calls routed through the national call center 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.