People Lead
About The Position
As a Seasonal People Lead, you will provide expert guidance and mentorship to first-year tax professionals. You will lead training for first-year tax professionals in your market, assign additional training as needed, validate the accuracy of tax preparation within your cohort, review operational deliverables, assist with holds, overrides, voids, and discounts, and provide support through Teams, LogMeIn, and in-person mentorship as applicable. The role also involves supporting business growth and retention, answering tax professionals’ questions, and working collaboratively to support office priorities. The position handles sensitive and highly confidential information and requires a working knowledge of the business. Flexible schedules are available, including day and night shifts, weekdays, and weekends.
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 using 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.
- Working knowledge of the business to handle sensitive, highly confidential information.
Nice To Haves
- CPA or Enrolled Agent license.
Responsibilities
- Conduct screenings with prospective tax professionals.
- Generate business growth and increase first-year tax professional retention.
- Provide support to tax professionals in the assigned cohort.
- Lead training for first-year tax professionals 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 professional calls through Teams or by phone.
- Answer tax-related questions and provide timely guidance to tax professionals.
- Support office priorities through teamwork and collaboration.
- Mentor and support teammates, provide guidance, and sometimes act as the lead.
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 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 for referring qualified candidates.
- Free continuing tax education.
- Enrolled Agent materials and testing reimbursement.
- Discounted Friends and Family tax returns, subject to terms.
- Employee referral program and sign-on bonus for new Tax Preparers, subject to terms.
- Medical and prescription benefit option after 1,560 hours worked annually.
- 401(k) with company match after the first 1,000 hours worked.
- Innovative, open, and collaborative culture.
- Opportunities for advancement within the organization.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
