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 pros 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 screening prospective tax pros, supporting business growth and first-year tax pro retention, answering tax-related questions, and collaborating on office priorities. The position works with 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. The position is described as full-time seasonal, although full-time and part-time positions are also listed as 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 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.
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 assigned cohort.
- 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 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 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 competitive bonus program
- Free life insurance
- 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
- PTIN registration reimbursement
- Referral bonus opportunities
- Free continuing tax education
- Enrolled Agent materials and testing reimbursement
- Discounted friends and family tax returns (terms apply)
- Free employee referral program
- 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
- Work Lotto (chance to win money for logged shifts)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
