People Lead

Jackson Hewitt - ERY•Pasadena, TX

About The Position

As a Seasonal People Lead, you provide expert guidance and mentorship to first-year tax professionals. You 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 such as Amex, WFG, and NPS, assist with holds, overrides, voids, and discounts, and provide support through Teams, LogMeIn, and in-person mentorship as applicable. The role works with sensitive, highly confidential information and requires a working knowledge of the business. The position offers flexible scheduling, including day or night shifts and weekday or weekend work. Full-time seasonal and part-time opportunities are mentioned.

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 using modern technology.

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.
  • 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.
  • Answer tax pro calls through Teams or by 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.

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: 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 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.
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