People Lead

ERY • Bridge City, TX

2d

About The Position

The Seasonal People Lead provides expert guidance and mentorship to first-year tax professionals. The role leads and facilitates training for first-year tax pros in the market, assigns additional training as needed, validates tax preparation accuracy for the cohort, reviews operational deliverables such as Amex, WFG, and NPS, assists with holds, overrides, voids, and discounts, and provides support through Teams, LogMeIn, and in-person mentorship as applicable.

The People Lead conducts screenings with prospective tax pros, supports business growth and first-year tax pro retention, responds to tax pros’ calls and questions, and collaborates with teammates to support office priorities. The position regularly handles sensitive and highly confidential information and requires working knowledge of the business. Schedules may include day or night shifts, weekdays or weekends; full-time and part-time positions are available.

Requirements

• At least 2 seasons of previous Jackson Hewitt tax experience.
• Experience completing individual tax returns.
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment.
• Proficiency in the use of modern technology.
• Passion for providing extraordinary customer service.
• Excellent communication and interpersonal skills.
• Experience working in a fast-paced environment.
• Strong attention to detail and accuracy.
• Ability to obtain a Preparer Tax Identification Number (PTIN).

Nice To Haves

• CPA or Enrolled Agent license.

Responsibilities

• Provide expert guidance and mentorship to first-year tax professionals.
• 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.
• Support tax pros through Teams, LogMeIn, and in-person mentorship as applicable.
• Conduct screenings with prospective tax pros.
• Generate business growth and increase first-year tax pro retention while supporting the cohort.
• Answer tax pro calls via 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 in some cases act as the lead.
• Work with sensitive, highly confidential information using knowledge of the business.

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 competitive bonus program
• Free life insurance
• Work Lotto (chance to win money for logged shifts)
• Low-cost healthcare, dental, and vision benefits
• Teladoc access for the employee and household for $18 per month
• Free identity theft protection
• Corporate discount program
• Free tax preparation training
• PTIN registration reimbursement
• Referral bonus opportunities
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement
• Discounted Friends and Family tax returns (terms apply)
• Employee referral program and sign-on bonus for new Tax Preparers (terms apply)
• Medical and prescription benefit option after working 1,560 hours annually
• 401(k) with company match after working the first 1,000 hours
• Flexible schedule options
• Opportunities for advancement within the organization

What This Job Offers

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