People Lead

Jackson Hewitt - ERY•Liberty, TX

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 for 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 involves working with sensitive, highly confidential information and requires a working knowledge of the business. Flexible schedules are available, including day and night shifts and weekdays and weekends.

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 the use of modern technology.

Nice To Haves

  • CPA or Enrolled Agent license.

Responsibilities

  • Conduct screenings with prospective tax professionals.
  • Generate business growth, increase first-year tax professional retention, and support members of your cohort.
  • Lead training for first-year tax professionals in your market and assign additional training as needed.
  • Validate the accuracy of tax preparation completed by your 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 via Teams or 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 in some cases 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 (win money for logged shifts)
  • Low-cost healthcare, dental, and vision benefits
  • Teladoc sessions for you and your 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)
  • 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
  • Advancement opportunities within the organization
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