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, 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 working with sensitive, highly confidential information. Jackson Hewitt describes itself as a national tax preparation brand with a local focus. The company offers tax training, continuing education, and on-the-job mentorship, and promotes a flexible schedule and opportunities for professional advancement. A PTIN certification is required.
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 and improve first-year tax pro retention by supporting cohort members.
- Lead and facilitate training for first-year tax pros in the market and assign additional training as needed.
- Validate the accuracy of cohort members’ tax preparation.
- Review operational deliverables, including Amex, WFG, and NPS.
- Assist with holds, overrides, voids, and discounts.
- Provide mentorship and support through Teams, LogMeIn, and in person, 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, in some cases, act as the lead.
- Handle sensitive and highly confidential information using working knowledge of the business.
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 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 (terms apply)
- Employee referral program
- 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
- Flexible schedule options
- Open and collaborative work environment
- Opportunities for advancement within the organization
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
