Experienced Tax Preparer & Team Leader

Jackson Hewitt - 3275 • Hesperia, CA

149d

About The Position

Jackson Hewitt Tax Services is one of the nation’s most trusted names in tax preparation – and we’re looking for a skilled, motivated tax professional to lead our High Desert team across five Walmart locations this upcoming tax season. As both a Tax Preparer and a Team Leader, you’ll not only prepare individual tax returns, but also oversee the daily operations of five Jackson Hewitt kiosks inside Walmart stores, support your team, and ensure every client gets the outstanding service we’re known for. This position promotes the Jackson Hewitt brand through the delivery of superior customer service.

Requirements

• 3+ years of experience preparing individual tax returns
• Prior leadership or supervisory experience in a retail or tax prep environment and/or sales management preferred
• Active PTIN required; EA or CPA a plus
• Strong interpersonal and organizational skills
• Ability to travel between High Desert Walmart locations (reliable transportation, valid drivers license & insurance)
• Flexibility to work evenings and weekends throughout the tax season

Responsibilities

• Proactively engage with Walmart customers and employees – this is a retail sales position
• Assist clients via one-on-one tax interviews and answer questions from walk-ins
• Complete tax preparation training, and demonstrate a willingness and ability to learn
• Utilize basic computer skills
• Lead team training – regularly train and coach teammates on effective techniques for face-to-face client marketing and overcoming objections
• Implement marketing strategies and motivate your team to increase completed return counts
• Coordinate scheduling and oversee day-to-day operations
• Foster a positive team culture focused on client satisfaction and accuracy
• Provide teammates with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes
• Ensure compliance with IRS guidelines, Jackson Hewitt policies, and Walmart protocols at all locations
• Monitor return counts, holds, voids, and rejects at all Walmart locations. Report performance metrics weekly and collaborate with the District Manager and CEO on business goals

Benefits

• 401(k)
• Bonus based on performance
• Company parties
• Employee discounts
• Opportunity for advancement
• Training & development

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees