People Lead

Jackson Hewitt - ERY•La Marque, TX

About The Position

As a Seasonal People Lead, you will provide expert guidance and mentorship to first-year tax professionals. You will lead and facilitate 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 position works with sensitive and highly confidential information and requires a working knowledge of the business. The role involves conducting screenings with prospective tax pros, supporting business growth and first-year tax pro retention, answering calls and tax-related questions, collaborating to support office priorities, and mentoring teammates. Flexible schedules are available, including day and night shifts and weekdays and weekends. The posting identifies the position as full-time seasonal and also notes that full-time and part-time positions are available.

Requirements

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

Nice To Haves

  • CPA or Enrolled Agent license.

Responsibilities

  • Provide expert guidance and mentorship to first-year tax pros.
  • 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.
  • Conduct screenings with prospective tax pros.
  • Generate business growth, increase first-year tax pro retention, and support cohort members.
  • 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.
  • 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 competitive bonus program
  • Free life insurance
  • Work Lotto (chance 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 (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
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