People Lead

Jackson Hewitt - ERY • Alvin, TX

3d

About The Position

As a Seasonal People Lead, you will provide expert guidance and mentorship to first-year tax pros. You will facilitate and lead training for first-year tax pros in your market, assign additional training as needed, validate the accuracy of tax preparation within your cohort, review operational deliverables (including Amex, WFG, and NPS), assist with holds, overrides, voids, and discounts, and provide support through Teams, LogMeIn, and in-person mentorship as applicable. The position also involves screening prospective tax pros, answering tax-related questions and calls, supporting business growth and retention, and collaborating on office priorities. This role regularly involves access to sensitive and highly confidential information and requires a working knowledge of the business.

The posting describes this as seasonal work and lists flexible schedules, including day and night shifts, weekdays, and weekends. It also refers to full-time and part-time positions being available.

Requirements

• At least 2 seasons of previous Jackson Hewitt tax experience.
• Experience completing individual tax returns.
• 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.
• Proficiency in using modern technology.

Nice To Haves

• CPA or Enrolled Agent license.

Responsibilities

• Conduct screenings with prospective tax pros.
• Generate business growth, increase first-year tax pro retention, and support members of the cohort.
• Facilitate and lead training for first-year tax pros in the market, and assign additional training as needed.
• Validate the accuracy of tax preparation completed by the cohort.
• Review operational deliverables, including Amex, WFG, and NPS.
• Assist with holds, overrides, voids, and discounts.
• Provide support through Teams, LogMeIn, and in-person mentorship as applicable.
• Answer tax pro calls through Teams or phone.
• Answer tax-related questions and provide timely guidance to tax pros.
• Support office priorities through teamwork and collaboration.
• Mentor and support teammates, provide guidance, and sometimes act as the lead.
• Handle sensitive and highly confidential information.

Benefits

• Earned Wage Access.
• Free personal tax return.
• Performance-based bonus.
• Competitive salary.
• Employee discounts.
• Flexible schedule.
• Opportunity for advancement.
• Signing bonus.
• Training and development.
• Hourly pay and a competitive bonus program.
• Free life insurance.
• Work Lotto, with the opportunity to win money for logged shifts.
• Low-cost healthcare, dental, and vision benefits.
• Teladoc sessions for the employee and household for $18 per month.
• Free identity theft protection.
• Corporate discount program.
• Free tax preparation training and PTIN registration reimbursement.
• Referral bonus opportunities.
• Free continuing tax education.
• Enrolled Agent materials and testing reimbursement.
• Discounted Friends and Family tax returns, subject to terms.
• Medical and prescription benefit option after working 1,560 hours annually.
• 401(k) with company match after working the first 1,000 hours.
• Open and collaborative culture.
• Opportunities for advancement within the organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed