Entry Level Tax Preparer
About The Position
At Jackson Hewitt, tax preparers guide clients through tax codes, rules, and processes with integrity, quality, and consistency. The role helps clients manage the financial and emotional demands of filing taxes by providing customer service and tax knowledge. As a seasonal entry-level tax preparer, you will interview clients, explain and prepare tax-related forms, complete accurate tax returns, and provide IRS audit support. You will also complete electronic filing, provide printed returns for client review, and submit signed returns to the IRS and state agencies. Flexible day, night, weekday, and weekend schedules are available, with full-time or part-time work.
Requirements
- PTIN certification is required.
- Passion for providing extraordinary customer service.
- Excellent communication and interpersonal skills.
- Experience working in a fast-paced environment.
- Basic knowledge of computer functions.
- Sales and/or marketing experience.
Nice To Haves
- Bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Prepare complete and accurate tax returns, including multiyear, multistate, and year-end tax forms.
- Explain and complete tax-related forms and provide clients with IRS audit support.
- Complete e-filing, provide printed copies of returns for client review, and submit signed returns electronically to the IRS and state agencies.
- Complete tax forms in accordance with company policies and applicable legislation and regulations.
- Collect and process client payments and ensure timely deposits.
- Support business growth, increase client retention, and offer additional products and services.
- Participate in marketing and business-generation efforts.
- Provide taxpayers with sufficient information and advice to support correct tax-form completion.
- Answer client calls through the national call center routing system.
- Answer client questions and provide future tax planning.
- Resolve client complaints or refer situations to a supervisor when appropriate.
- Support office priorities through teamwork and collaboration.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
