People Lead

Jackson Hewitt - ERY•Houston, 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 for 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 also involves screening prospective tax pros, supporting business growth and first-year tax pro retention, answering calls and tax-related questions, and collaborating to support office priorities. The position has access to sensitive and highly confidential information and requires a working knowledge of the business. This is a full-time seasonal position. Flexible schedules are available, including day and night shifts and weekday and weekend work. Full-time and part-time positions are also mentioned 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 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.

Nice To Haves

  • CPA or Enrolled Agent license.

Responsibilities

  • Provide expert guidance and mentorship to first-year tax professionals.
  • 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 act as a lead in some cases.

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 plus a competitive bonus program
  • Free life insurance
  • Work Lotto opportunity 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, subject to terms
  • 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
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