People Lead
About The Position
As a Seasonal People Lead, you will provide expert guidance and mentorship to first-year tax professionals. You will facilitate and lead training for first-year tax pros in your market, assign additional training as needed, validate the accuracy of tax preparation completed by 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 supports business growth and first-year tax pro retention, and involves handling sensitive, highly confidential information. Schedules are flexible, with day and night shifts and weekday and weekend availability listed. Full-time seasonal and part-time positions are available. Jackson Hewitt offers training, mentorship, continuing education, and opportunities for advancement.
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.
- Ability to obtain a Preparer Tax Identification Number (PTIN).
Nice To Haves
- CPA or Enrolled Agent license.
Responsibilities
- Conduct screenings with prospective tax professionals.
- Generate business growth, increase first-year tax pro retention, and support the professionals in your cohort.
- Facilitate and lead training for first-year tax pros 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.
- Support tax pros 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 act as the lead in some cases.
- 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 a competitive bonus program
- Free life insurance
- Work Lotto, with a 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
- 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
- Medical and prescription benefit option after working 1,560 hours annually
- 401(k) with company match after working the first 1,000 hours
- Opportunities for advancement within the organization
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
