Jackson Hewitt - 1630-posted 5 months ago
Mid Level
Onsite • New Orleans, LA
5,001-10,000 employees

As a Seasonal Experienced Tax Preparer, you will be responsible for providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multi-state, and year-end tax forms. You will also provide clients with IRS audit support. Complete E-filing, provide printed copies of returns for clients to review, sign and e-file these forms to IRS and state agencies. Conduct face-to-face tax interviews with clients. Generate business growth, increase client retention, and offer additional products and services. Answer tax related questions and provide future tax planning to clients in a timely fashion. Collection and processing of clients’ payments. Marketing and business generation efforts. Support office priorities through teamwork and collaboration. Mentor and support teammates, providing guidance and in some cases acting as a lead. This position has access to and regularly works with information of a sensitive, highly confidential nature which requires a working knowledge of the business.

  • Providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multi-state, and year-end tax forms.
  • Provide clients with IRS audit support.
  • Complete E-filing, provide printed copies of returns for clients to review, sign and e-file these forms to IRS and state agencies.
  • Conduct face-to-face tax interviews with clients.
  • Generate business growth, increase client retention, and offer additional products and services.
  • Answer tax related questions and provide future tax planning to clients in a timely fashion.
  • Collection and processing of clients’ payments.
  • Marketing and business generation efforts.
  • Support office priorities through teamwork and collaboration.
  • Mentor and support teammates, providing guidance and in some cases acting as a lead.
  • 2+ seasons of previous professional tax experience
  • Passion for providing extraordinary customer service
  • Excellent communication and interpersonal skills
  • Successful completion of the Jackson Hewitt Tax Knowledge Assessment
  • Experience working in a fast-paced environment
  • Strong attention to detail and accuracy
  • PTIN Certification: Yes
  • Bonus based on performance
  • Employee discounts
  • Training & development
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